by Chris Wathen | May 1, 2020
Steve Lennick joined Dynamic Directions in 2016 as a Transformation Guide specializing in comprehensive coaching and consulting. He has worked in the financial service industry since 1984. In the course of his career, Steve built and ran the third-ranked Ameriprise...
by Chris Wathen | May 1, 2020
For nine years, Mike served as Operations Manager for a Top 25-producing practice at Ameriprise. The practice showed explosive growth over 3.5 years in GDC (+194%), Planning Fees (+398%), Financial Planning Engagements (+345%), Acquired Clients (+100%), Assets Under...
by Mandy Abney | May 1, 2020
Drew is an award-winning Barron’s Top 1200 Advisor (#1 in KY two years in a row), 20 plus year CAC Advisor winner, a new money magnet for his practice with massive inflows from an affluent client base of 294 millionaires while leading a team of 27 members in 6...
by Mandy Abney | May 1, 2020
Travis Chaney is the CEO of Dynamic Directions. A Certified Master Coach® and CFP®, he has coached clients to places on the Barron’s Top 1,200 Financial Advisors list, the Barron’s Top 100 Female Advisor list and Forbes list of Best-In-State Wealth Advisors. He was...
