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Meet Our Team

At Dynasty, our Network of advisors does not work for us – we work and advocate for them. The integrity and experience of our team is dedicated to supporting our advisors and, in turn, their clients.

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People-Focused People

We surround our advisors with people who have the skills, commitment, and integrity to inspire and deliver a relationship-based experience.

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Shirl Penney

President and CEO
Justin Weinkle

Justin Weinkle

Chief Financial Officer
financial advisor in green tie

Jonathan Morris

Chief Legal and Governance Officer
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Marc Hineman

Chief Operating Officer
Andrew Marsh

Andrew Marsh

Vice Chairman and Head of Core Services
Tim Oden 3

Tim Oden

Chief Growth Officer
Bob Shea

Bob Shea

Chief Investment Officer
Leslie Dentinger

Leslie Norman

Chief Technology Officer
sitting financial advisor in blue jeans

Sam Anderson

Managing Director, Co-Head of Investment Banking
financial advisor in spotted blue tie

Gordon Abel

Chief Marketing Officer
Harris Baltch smiling

Harris Baltch

Managing Director, Co-Head of Investment Banking
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Sally Cates

Managing Director, Head of Public Relations and Communications
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Jennifer Dorgan

Managing Director, Chief Administrative Officer
financial advisor in spotted purple tie

Mason Salit

Managing Director, Chief Talent Officer – Dynasty Network
financial advisor with city street in background

Jeremy Zoladz

Managing Director, Head of Product
Cameron Bullock

Cameron Bullock

Director, Finance
Peter Greenberger

Peter M. Greenberger CFA, CFP®

Director, Manager Product Administration
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Casey Jorgensen

Director, Head of Dynasty Institute for Adaptive Leadership
financial advisor smiling in black suit

Samantha Sullivan

Director, Operations
Vladimir Voyuts

Vladimir Voyuts

Director, Engineering
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Marcus Wilson

Director, Head of Implementation
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Brendan Bell

Senior Vice President, Office of Special Projects
Andrew Butte

Andrew Butte

Senior Vice President, Compliance
Zong Chen

Zong Chen

Senior Vice President, Information Technology
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Jeremy Gilbert

Senior Vice President, Chief of Staff
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Angie Hammond

Senior Vice President, Head of Human Resources
Catherine Mitchell

Catherine Mitchell

Senior Vice President, Network Marketing
Ryan O'Connell

Ryan O’Connell

Senior Vice President, Product Specialist CRM
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Tim Reinhart

Senior Vice President, Senior Product Manager
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Nicholas Stile

Senior Vice President, Community Marketing
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Lindsey Strawhecker

Director, Transitions
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Ashli Tomas

Senior Vice President, Head of Account Management
financial advisor in striped blouse

Katie Cook

Vice President, Chief of Staff to Chief Operating Officer
Noble Harris

Noble Harris

Vice President, OCFO
Brittanie Stilwell Headshot

Brittanie Stilwell

Vice President, Head of Corporate Marketing
Bob Shea

Bob Shea

Chief Investment Officer
Peter Greenberger

Peter M. Greenberger CFA, CFP®

Director, Manager Product Administration
Pat Nerney

Pat Nerney

Senior Vice President, Investments
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Jaycee Kertzman, CFA

Senior Vice President, Investments
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Bailee Hill

Associate Vice President, Investment Analyst
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Kaden Hullick

Associate, Investments
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Rachel Cardenas

Investment Product Analyst

Harvey Golub

Chairman

Sam Levinson

Director

Todd Thomson

Director

Jerrold Eberhardt

Director

Avery Johnson

Director

John Seifert

Director

Vidur Khatri

Director

Shirl Penney

President and CEO
Bob Shea

Bob Shea

Chief Investment Officer
Todd Thomson

Todd Thomson

Director
financial advisor with pink tie

David Darst, CFA

Senior Investment Advisor
financial advisor in green tie

Jonathan Morris

Chief Legal and Governance Officer
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Jaycee Kertzman, CFA

Senior Vice President, Investments
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Brian Reich

Vice President, Investment Committee
Tim Oden 3

Tim Oden

Chief Growth Officer
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John Sullivan

Managing Director, Central Division
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Ben Bines

Director of Business Development, Northeastern Division
smiling financial advisor with light colored shirt

James Gardiner

Director of Business Development
Sean Lindenbaum

Sean Lindenbaum

Director of Business Development, Southeastern Division
financial advisor in gray suit with gray tie

Cole Turner

Vice President, Network Development