Dynamic Wealth Advisors

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

It’s National Ugly Christmas Sweater Day! 🎄🎉

Our team brought the holiday spirit (and the ugly sweaters) to work today.

Thank you for being part of our journey this year. We appreciate you and wish you a season full of joy, laughter, and maybe a few ugly sweaters of your own!

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

🌄 Happy National Hiking Day! 🥾
During Kerri’s recent vacation, she had the incredible opportunity to hike across a glacier in Alaska — a humbling reminder of nature’s scale, beauty, and resilience.

Hiking offers more than just physical activity; it’s a chance to reset, refocus, and reconnect with the world around us. Whether it’s a local trail or a bucket-list adventure, there’s nothing like the clarity and joy that comes from being out in the wild. Here's to more trails, more fresh air, and more unforgettable moments.

We’d love to hear from you — how do you recharge and find balance outside of work? Whether it’s hiking, travel, or a favorite local spot, feel free to share your go-to ways to reset and refocus.