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.
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 Series 63 and 65 securities exams and holds licenses in life and health insurance and variable annuities in Florida. He has earned his Investment Adviser Representative designation and 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.
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 Series 63 and 65 securities exams and holds licenses in life and health insurance and variable annuities in Florida. He has earned his Investment Adviser Representative designation and graduated with 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.
Meet Tisa Knox
Tisa has passed the Series 7 and 24 securities exams and has a degree from Polk State College. She is a lifelong resident of Polk County, Florida, and has two children.
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 firstname.lastname@example.org or call us at 863.299.5808 today!