Isaac Wright, CFP®, ChFC®, Principal & Financial Planner

Isaac Wright, a native of Richmond, has built Financial Dynamics into a successful and comprehensive financial planning firm for over 20 years, emphasizing trust, transparency, and meaningful relationships. Known as a problem-solver, Isaac fosters open dialogue to ensure each client feels understood when discussing important financial matters. He created the Complete Planning Review (CPR), a customized process designed to help clients identify and prioritize their financial planning goals. Isaac believes that making a positive impact on clients and the community is what matters most when you walk through our doors.

Isaac has served as a keynote speaker and consultant for numerous organizations and financial firms. He authored the book Navigate Your Way to a Secure Retirement and is featured monthly on Showcase Richmond. Additionally, Isaac has contributed to various media outlets, including ABC, CBS, WRVA, and Kiplinger.

As a Registered Investment Advisor Representative, Isaac upholds the fiduciary standard, putting his clients' interests first. He is a graduate of Virginia Commonwealth University and holds CFP® and ChFC® certifications, as well as licenses in life, annuity, and health insurance.

Ricky Lafon, MBA, CFP®, RICP®, WMCP®, Financial Planner

Ricky is both a financial planning professional and business development leader at Financial Dynamics. In addition to advising clients, he provides counsel to Isaac and the advisory team on matters related to technology and operations.

Ricky handles many aspects of financial planning but particularly enjoys helping families transition from working to retirement. As a Registered Investment Adviser Representative, he upholds the fiduciary standard, putting his clients' best interests first. Ricky earned his MBA from Liberty University and holds CFP®, RICP®, and WMCP® certifications, as well as life and health insurance licenses.

A lifelong Virginia resident, Ricky moved to the greater Richmond area in 2005. He is married to his wife, Katie, and they have two sons and a daughter. In his downtime, Ricky is a baseball enthusiast and Dodgers fan. He enjoys walking with his family and playing baseball in the backyard with his kids.

Aaron Reed, RICP®, Financial Planner

Aaron is a valued financial planning professional at Financial Dynamics. He began his financial career after serving eight years in the U.S. Marine Corps Infantry, completing four tours in Afghanistan and Iraq. With over eight years of experience in financial services, Aaron leverages the skills and discipline from his military background to assist families with their financial needs.

As a Registered Investment Adviser Representative, Aaron upholds the fiduciary standard, prioritizing his clients' best interests. He holds the RICP® certification from The American College of Financial Services and has life and health insurance licenses.

Born in Richmond and raised in Brunswick County, Aaron graduated from Brunswick Academy. In his free time, he enjoys the outdoors and spending time with his wife and two sons.

Kevin Buenvenida, CFP®, Financial Planner

Kevin is a valued financial planning professional and a key member of our advisory team at Financial Dynamics. With over a decade of experience in wealth management and private banking, Kevin also provides subject matter training to our staff, enhancing our education and processes.

As a Registered Investment Adviser Representative, Kevin upholds the fiduciary standard, prioritizing his clients' best interests. He is a CERTIFIED FINANCIAL PLANNER™ professional, having obtained his CFP® certification. Kevin graduated from the University of Virginia and is an alumnus of the Chesterfield County Mathematics and Science High School at Clover Hill.

Outside of the office, Kevin enjoys working out at the gym and spending time with his wife and two sons.

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JENNIFER BUSSMANDirector of Marketing

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DECARA JETERParaplanner

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ROXANNE KLETTClient Experience Specialist

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MARIANNE SAMUELOperations Manager

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LINDSAY SMITH, FPQP®Lead Paraplanner

Ready to Take the Next Step?

Speak with one of our financial planners today to learn more about how our comprehensive financial planning and investment management services can help you achieve your retirement and lifestyle goals.

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