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Timothy H
Series 65
Southfield, MI
Dynamic Wealth Solutions LLC
Timothy Hooker is a financial advisor with Dynamic Wealth Solutions LLC in Southfield, MI, holding a Series 65 designation and 11 years of industry experience. He has been involved with Born Free Capital Management L.L.C. since 2014 and has longstanding roles at Wayne State University and St. Mary’s Preparatory. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm uses a disciplined, model-based asset allocation approach combined with fundamental security analysis and a proprietary “TREAT” framework, providing services that include option overlay strategies and ERISA plan advisory roles.
Brian S
Series 65
Southfield, MI
Dynamic Wealth Solutions LLC
Brian Smith is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds a Series 65 designation and has been affiliated with Michigan State University since 2011. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans. The firm employs disciplined, model-based asset allocation supplemented by fundamental security analysis and a structured framework addressing various client factors, offering portfolio management, financial planning, and consulting services.
Kiernan E
Series 63, Series 65
Southfield, MI
Dynamic Wealth Solutions LLC
Kiernan Easton is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with the firm since 2015. Dynamic Wealth Solutions LLC is a state-registered investment adviser serving a diverse client base including individuals, trusts, estates, foundations, corporations, and retirement plans. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, employing a disciplined investment process based on fundamental analysis and a TREAT framework for portfolio construction and monitoring.
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