Our Team

Our Team

Adam Carlini, Chief Investment Officer

Adam has over 25 years’ experience working in the financial services industry. He earned his Bachelor of Science degree in Financial Planning & Counseling from Brigham Young University in the spring of 1987 and began his career just 6 months before the market crashed! Though he is an optimist at heart, this experience had a profound influence on his investment philosophy, teaching him the importance of protecting capital.

Adam is an independent thinker and though he reads a LOT and considers commentary and research from multiple sources, he ultimately draws his own conclusions. He has a thirst for knowledge and a constant drive to improve his skills. This passion has led him away from much of the conventional thinking to learn and develop more efficient strategies for the benefit of his clients. Adam loves to share what he has learned and has an ability to communicate complex ideas in easy to understand ways and with a sense of humor. This has also made him a sought after speaker.

While it is important that an advisor be knowledgeable and competent, Adam’s clients will tell you that the biggest reason they work with him, is because they know that he truly cares about them and their well-being and they trust him. This is evident in the referrals he receives from existing clients and the longevity of their relationships with him. In fact, his first investment client is still his client (and he is NOT a relative!).

Prior to founding Dynamic Wealth Management, Adam worked for 10 years at Wealth Management International, Ltd. where he was responsible for the management of over $100 million in assets for all fee-based clients of the firm. He worked as a Wealth Advisor and served as Director and later Co-Director of the Investment Research Team.

Adam plays chess and enjoys all sports, especially racquet sports and basketball.  He served as a missionary in Brazil from 1981 to 1983 and speaks fluent Portuguese.  He has lived on the East Coast and the West Coast and now resides in Peoria, AZ. He is married to the love of his life and they just celebrated their 26th wedding anniversary! He and his wife, Jenny, have 4 daughters and just had their second grandchild. Another boy!

He holds the following securities licenses:  Series 7, 24, 63 and 66 and is affiliated with Leigh Baldwin & Co., LLC.  He is President and Chief Investment Officer of  Dynamic Wealth Advisors, a Registered Investment Advisor.  He also holds life, health and disability insurance licenses and has experience as a tax preparer and has represented clients before the IRS.

Two of his favorite quotes are:

“Live to learn.  Learn to love and you will love to live!”

“The greatest work you will ever do is within the walls of your own home.”

Gary Luna, CPA, CFP®

Gary is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant.

He began his financial career with a Bachelor of Science degree in Accountancy from Arizona State University in 1995. After graduation he worked in corporate accounting for American Express. He worked there for 6 years on various project teams including: account reconciliations, systems’ integrity, and financial reporting. The last 2 years were spent and as a Team Leader managing a team of 10 accountants. Beginning in 2001, he worked as a mortgage banker at Wells Fargo Bank for 4 years. In 2005, he started his financial planning career with Edward Jones Investments. In 2009, he became an independent financial adviser with Raymond James Financial Services. He recently left this firm where he was the Branch Manager over 2 offices in the Sun City area to join Dynamic Wealth Management.

Gary has a beautiful wife and 6 energetic children, 3 boys and 3 girls. Their ages range from 8 to 21. He is very proud of his wife as she recently returned back to school and will be graduating in the Spring of 2013 with a B.S. in Nursing from Arizona State University. His oldest daughter is recently married and attends Brigham Young University. The younger children are very busy with basketball, football, soccer, scouts, piano, and church youth activities.

Gary served a 2 year mission for his church at the age of 19 in Buenos Aires, Argentina where he gained valuable experience in working with people from all walks of life. He learned there that the eternal principles of honesty, respect for self and others, and hard work are universal.

Gary excels at taking a very broad view of his clients’ financial situation. With his unique background, education, and people focused skill set he begins analysis of a client’s situation by understanding the client first, then planning from the broad estate plan, then into the tax plan, and finally into the detailed investment plan. He enjoys teaching and explaining in detail the principles, products, and strategies involved in carrying out a well-established financial plan.

He holds the following securities licenses:  Series 7, 63, 9 and 10 and is an investment advisor representative affiliated with KMS Financial Services, Inc. He also holds life, health and disability insurance licenses.

A favorite quote:

“Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure… Then to rank with those poor spirits who neither enjoy much nor suffer much, because they live in a gray twilight that knows not victory nor defeat.”

Photo of team member

Grant Hadden, Financial Advisor

Grant has been a Partner at Dynamic Wealth Management since Jan-1st-2012. Grant brings a positive attitude to work each day and prides himself on customer service. He has always been interested in finance and in the stock market. He decided in High School that he wanted to become a Financial Advisor and has stuck to his plan ever since. Grant was very involved in the Boy Scouts of America in his youth and achieved the rank of Eagle Scout. After High School Grant dedicated two years of his life to a service mission in Chicago; where he worked predominantly with the Spanish speaking members of the community. During those two years in Chicago Grant became fluent in Spanish and learned to love the people who he served there. After he returned from Chicago, he pursued his education at the LDS Business College, where he earned a degree in business and a certification in accountancy. He now holds both the series 7 and the series 66 security licenses through Leigh Baldwin & Co., LLC. Grant is happily married to his beautiful wife Chelsea and he is the proud father of three sons and one daughter.

A couple of his favorite quotes are:

“If you are asked to do something, you do it, if you are not asked to do something you offer to do it.”

“Diligence is the ability to do in a moment of weakness that which you set out to do in a moment of strength.”

Jenny Carlini

Office Manager

Jenny is excited about being a part of the Team at Dynamic Wealth Management. After high school she pursued her education at Ricks College and then she transferred to Brigham Young University. While attending Brigham Young University she met Adam Carlini who shortly thereafter became her husband, they recently celebrated their 25th wedding anniversary. After college, she began her career as a Realtor with West USA and a couple years later she started her own Photography business.

After devoting most her life to raising her four beautiful, intelligent daughters, Jenny decided it was time to join her husband in his business venture.  She was appointed Office Manager at Dynamic Wealth Management.  Jenny is definitely a people person who loves to interact with all she comes in contact with.  Her other interests range from hiking, running, biking, and swimming to studying and learning about health and nutrition.  She is a new grandmother and just can’t get enough of her grandson “Krew”!

Jenny’s favorite quotes are:

“A job worth doing, is worth doing well!”

“Good actions give strength to ourselves and inspire good actions in others.”

Penny Stelling

Receptionist

Penny is delighted to be the newest addition to the Dynamic Wealth Management Team. After many years as a senior level administrative assistant with 3M and Intel Penny enjoyed retirement for several years. Penny recently decided to rejoin the work force and is happy to keep busy while learning a about a new business. Penny has blended family of four daughters and a son. She is blessed with four granddaughters and four grandsons ranging from ages 22 to 10. When time allows Penny loves playing Mah Jongg, enjoys reading, and of course, spending time with her children and grandchildren.

Advisory Services offered through Dynamic Wealth Advisors Inc.,  a Registered Investment Advisor.
 

 

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