About our Firm


Here’s our story. We look forward to hearing yours.

At Dynamic Wealth Management, our sole focus is YOU


We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

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Meet Brian S. Pearce

As the owner and CEO of Dynamic Wealth Management, Brian Pearce focuses on retirement planning. He has more than 30 years of experience in benefits, finance and financial services.

“I help clients with retirement income, putting together custom strategies that take into account the individual client’s needs,” Brian says. “I then monitor the strategy through the years to ensure it’s helping my clients work toward their long-term goals.”

Brian urges people to work with a financial advisor for two reasons: to avoid mistakes that can cost them money and to receive guidance about the latest investment strategies.

“I’ve experienced some of the best times in the market,” Brian says, “and some of the worst, such as 1987 [when the S&P dropped 20 percent in a single day], the dotcom bubble and the 2008 financial crisis. Having been through these occurrences helps me educate people about risk and volatility — and how to deal with it.”

Brian has passed the FINRA Series 7 and Series 65 exams to earn designations as a General Securities Representative and Investment Adviser Representative. He is a registered representative with, and offers securities through, World Equity Group Inc. He also holds licenses in life and health insurance and variable annuities. He has a bachelor’s degree from the University of Florida.

Brian has deep roots in Polk County and has lived in Florida his whole life. A member of Grace Lutheran Church, Brian has been married to Lisa for 32 years. They have three grown children, Lance, Jordann and Madison. Brian’s hobbies include golf and weight training.

Check the background of this Investment Professional on FINRA's Broker Check.

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Meet Lee Hodges

Lee Hodges is a financial advisor at Dynamic Wealth Management. He takes a systematic approach to strategy and investing consistent with each client’s investment goals and risk/reward tolerance.

Lee got his start in the industry more than 30 years ago, serving as a senior financial advisor with Merrill Lynch for 13 years.

Lee has passed the FINRA Series 7 and Series 65 exams to earn designations as a General Securities Representative and Investment Adviser Representative. He is a registered representative with, and offers securities through, World Equity Group Inc. He also holds licenses in life and health insurance and variable annuities. He has a business degree from Jacksonville University.

A resident of Winter Haven, Florida, for more than 20 years, Lee is active in the community and volunteers for the Winter Haven Chamber of Commerce and the Haines City Rotary Club. He is married and has three sons.

Check the background of this Investment Professional on FINRA's Broker Check.

tisa

Meet Tisa Knox

Tisa Knox is a principal at Dynamic Wealth Management, where she has worked for more than 20 years. She assists the financial advisors with order placement, appointment setting and other duties to help ensure that each client receives the utmost in friendly, efficient service.

Tisa has passed the FINRA Series 7 and Series 24 exams to earn designations as a General Securities Representative and General Securities Principal and has a degree from Polk State College.  She is a lifelong resident of Polk County, Florida, and has two children.

Check the background of this Investment Professional on FINRA's Broker Check.


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at bpearce@dynamicwealthmanagement.net or call us at 863.299.5808 today!

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Retirement Kit

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