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Andrew S

Series 65

Falls City, TX

Dynamic

Andrew Sekula is a financial advisor at Dynamic with a Series 65 designation and no prior advisory industry experience. He also works full-time as a tax advisor and accountant with Craig Nieschwietz, PLLC. Prior to his current roles, he held positions at EOG Resources and Brehm, Havel & Company, LLP. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory support services. The firm emphasizes a long-term, client-specific investment process and provides notable support for other advisers through technology, operational assistance, and sub-advisory services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Craig N

Series 66

Falls City, TX

Dynamic

Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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