Salt Lake City, UT Office

Brock Bowden is a financial advisor at Dynamic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Yellowstone Partners and Crown Capital Securities. In addition to his advisory role, he is an Independent Insurance Agent selling insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management and practice-support for other advisers.

Mark Anderson is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Dynamic, where he has worked since 2018. Prior to that, he was with Yellowstone Partners, LLC from 2015 to 2018. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing long-term, client-specific strategies and providing technology and operational support to other advisers.

Donald Wiscomb is a financial advisor at Dynamic with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Citigroup Global Markets, Yellowstone Partners, and Crown Capital Securities. Outside the investment field, he is involved in several family and business ventures, including co-ownership in a family LLC and a restaurant import company. Dynamic serves a diverse client base that includes individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and provides a range of services such as discretionary portfolio management, financial planning, and support for other advisors through research, technology, and sub-advisory offerings.

Riley Johnson is a financial advisor at Dynamic with three years of industry experience. He holds the Series 65 designation and has been with Dynamic Wealth Advisors and Fortress Asset Management since 2018. Prior to his advisory career, he was a full-time student from 2010 to 2018. Dynamic serves a diverse range of clients, including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support to other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology, compliance support, and research services to unaffiliated registered investment advisers.

Laura Evans is a financial advisor at Dynamic with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Geneos Wealth Management, Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Dynamic serves a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with an emphasis on a long-term, client-specific investment approach and support for other advisers through technology, research, and operational services.

Mark Johnson is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors dba Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Outside of advising, he is also an Independent Insurance Agent involved in selling insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and support services with a focus on tailored, long-term investment strategies and providing operational and technology solutions to other advisers.