This is me and my family. My kids are older now—15, 13, and 11. But I just love this picture. It’s in my favorite place in Idaho with my favorite people. They are my legacy. For most of us, our family is. For others, our legacy may be (or may also be) our grandchildren, our work, our business, our charity, or something else. Whatever your legacy and financial goals, let’s work together to achieve them.

I started Dynamic Wealth chiefly because I love partnering with clients to add value toward fulfilling your long-term goals. I’ve been a successful advisor and Certified Financial Planner™ (CFP®) for nearly 14 years and business and estate planning attorney for over 23 years. I bring this combined expertise, experience, and enthusiasm to Dynamic Wealth.

Right now, I am Dynamic Wealth. I am founder, CEO, CIO, CCO, GC, and first and only employee. But with your help, we will soon be a team larger than me. Our goal is sustained, measured growth; the kind that builds a legacy. We will always be smaller. Small businesses are America’s backbone. But we will also continue to punch above our weight class and help clients who want the breadth of big-firm services with the small-firm focus on YOU (the client). This is Dynamic Wealth.

And this is me. I began my career as a lawyer and Captain for the U.S. Air Force Judge Advocate General’s Corps. After active duty, I joined big law firm Husch Blackwell LLP (then Blackwell Sanders Peper Martin) as a business and M&A attorney. In 2011, I began my career as an investment and financial advisor with Sunrise Advisors, with my in-laws Dave Scott and Sam Scott. At Sunrise, in addition to being an advisor, I was also Chief Compliance Officer, General Counsel, investment committee member, and ultimately shareholder. Through my law firm WalshLaw (then Heritage Estate & Legal Planning), I help clients with their estate planning, other wealth-related legal needs, and business formations and transactions.

Sunrise Advisors sold to Creative Planning in 2020, where I worked as a Private Wealth Manager for almost 2 years. In March 2022, I made my wealth law practice and WalshLaw my full time job. Dynamic Wealth is now the exciting culmination of my first 23 years of expertise and experience.

I’m a lifelong Kansan from Onaga, Kansas, a rural farming community two hours northwest of the metro area. I married a local BVHS girl from Stilwell by way of Leawood. I am a “Double Domer”—both my Bachelor of Science and Juris Doctor degrees are from the University of Notre Dame.

Outside of work, I enjoy spending time with my family and extended family, raising awareness of Type 1 Diabetes in support of my oldest son, reading, traveling, and being outdoors (preferably among mountains or a northern coast). Mostly I enjoy laughing with loved ones and friends as much and as often as I can.

To former clients and new, I look forward to working with you.