Our Team

Our Team

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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. There he also served in the role of Branch Manager. He joined the Dynamic Wealth Management team in December of 2012.

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 is married with 6 children, 3 grandsons and 2 granddaughters. His wife, Veronica, is a Registered Nurse. Gary enjoys spending time with his family, playing basketball, and serving in his church calling. 

Gary enjoys teaching and explaining 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. He also holds life, health and disability insurance licenses.

Gary's 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.”

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Adam Carlini, Chief Investment Officer

Adam has over 35 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.

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. His first investment client is still a client.

Prior to founding Dynamic Wealth Management, Adam worked 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 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 Portuguese and continues to serve in his church and community.  He has lived on the East Coast and the West Coast and now resides in Peoria, AZ. He and his wife, Jenny, have been married for over 35 years and have 4 daughters and 11 grandchildren.

He has earned the following securities licenses:  Series 7, 24, 63 and 66.  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.

A few of his favorite quotes are:

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

“We make a living by what we get.  We make a life by what we give.”  --Winston Churchill

“By small and simple things are great things brought to pass.”  --Alma 37:6


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Grant Hadden, Financial Advisor

Grant has been a Partner at Dynamic Wealth Management since 2012. He prides himself on making investing simple and transparent. He enjoys teaching and building relationships with clients.

Grant was raised in Riverside, CA with his 6 siblings. In his youth he was very involved in the Boy Scouts of America 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 has earned the series 7 and the series 66 security licenses. Grant also holds life, health and disability insurance licenses.

Grant is happily married to his beautiful wife of 13 years, Chelsea. Grant and Chelsea are the proud parents of five sons and one daughter. When Grant is not working he is probably wrestling the kids, playing basketball, spearfishing, watching the Lakers or going to church.

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.”

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Teresa Michels-Weaver, CTP, RTRP

Tax Preparation Specialist

Teresa has been a Tax Specialist for almost two decades. She has been employed by Dynamic Wealth Management since 2015, managing the Tax Business. Teresa specializes in Individual and Small Business Entities. She has a passion for helping others and ensures the highest professionalism.  Teresa loves all our clients whom she considers great friends and family.

Teresa is a Registered Tax Return Professional (RTRP) with the IRS.  She participates in the IRS Annual Filing Season Program (AFSP), which requires yearly continued education courses. She is a member of the National Association of Tax Professionals (NATP).  Teresa has also completed a certification program with Rio Salado and is currently working on her Enrolled Agent (EA) designation with the IRS.

Teresa was married for close to 28yrs when her sweet husband passed away eight years ago.  They have two children together.  She just recently remarried last year to a sweet man who has four great kids, one grandchild, and another on the way.

She enjoys spending time with family, canning, traveling and hiking. She also enjoys doing volunteer work for her church.

Some of Teresa's favorite quotes:

“Enjoy the little things in life, for one day you may look back and realize they were the big things”.

“Believe you can and you are half way there”

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Amy Lee

Client Services Specialist

Amy joined Dynamic Wealth Management in October 2018. She brings over 20-years experience in the financial services industry. Spending 16 years with a nationally recognized securities firm in Wisconsin, she started as a licensing specialist and worked her way up to Chief Compliance Officer and Co-CEO.  She has extensive knowledge of the inner workings of the securities industry, as well as registered investment advisors like Dynamic Wealth Management.

She excels in assisting with new client on-boarding, follow up to ensure a smooth transition, and ongoing requests and questions.  In addition, Amy assists our firm with its regulatory requirements, and office organization.

Amy and her husband, Terry, have 2 grown daughters, Mandi and Jerilyn.  They relocated to Arizona in 2017 to enjoy the warm sunshine and help care for their mothers who live here. In their free time, they enjoy camping, fishing, playing cards, and spoiling their first granddaughter, Aurora, every chance they get.

Amy’s favorite quote: "Dance like nobody's watching; love like you've never been hurt.
Sing like nobody's listening; live like it's heaven on earth."

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Jen Carlson

Office Manager

Jen recently joined the Dynamic Wealth Management team in May of 2023.  She is excited to be here and loves the fun and family like atmosphere.  She also loves visiting with clients when they come into the office.

Jen grew up in Tolleson and except for the 18 months she spent on a church service mission in West Virginia and the 10 months she spent in Pocatello, Idaho looking for “Mr Right”, she has lived in Arizona her entire life.  She has earned an Associate of General Studies degree from Phoenix College and has taken many other classes to help her become more well-rounded.  She worked as an administrative assistant and then payroll specialist for a local school prior to joining the Dynamic Wealth team.

She and her husband, Dane, have been married for 23 years.  They have two daughters and one son together.  When she has spare time, she enjoys crafting and watching movies with her family.

One of Jen’s favorite quotes:

Be decisive.

Right or wrong, make a decision. 

The road of life is paved with flat squirrels who couldn’t make a decision.

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

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