Your Financial Advisory Team
Isaac Wright, CFP®, ChFC®, Principal Wealth Advisor
Isaac Wright has spent more than 25 years helping individuals and families navigate complex financial decisions with clarity and confidence. A native of Richmond, Isaac has helped shape Financial Dynamics into a comprehensive wealth management firm built on trust, transparency, and meaningful relationships. His approach goes beyond managing investments, bringing together retirement income planning, tax-efficient wealth strategies, risk management, and estate and legacy planning considerations to help clients build, preserve, and transfer wealth with purpose.
Known as a thoughtful problem-solver, Isaac created the Complete Planning Review (CPR), a personalized process designed to identify priorities and coordinate the many aspects of a client's financial life. He believes wealth management begins with understanding what matters most to each client and providing personalized guidance that supports the life they want to live today and the legacy they hope to leave for future generations.
A graduate of Virginia Commonwealth University, Isaac holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations. He is also the author of Navigate Your Way to a Secure Retirement, a keynote speaker and consultant, and a monthly contributor to Showcase Richmond. Isaac has been featured by ABC, CBS, NBC, WRVA, and Kiplinger and is committed to providing fiduciary-based guidance centered on each client's goals, values, and long-term financial well-being.
Ricky Lafon, MBA, CFP®, CKA® RICP®, WMCP®, Senior Wealth Advisor
Ricky Lafon helps individuals and families navigate complex financial decisions through comprehensive wealth management and personalized guidance. As a senior member of the advisory team, Ricky also works closely with Isaac on initiatives related to technology, operations, business development, and the continued evolution of the client experience at Financial Dynamics.
Ricky particularly enjoys helping clients transition from their working years into retirement, coordinating investment management, retirement income planning, tax-efficient strategies, and other financial considerations to support their long-term goals. He earned his MBA from Liberty University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Wealth Management Certified Professional® (WMCP®), and Certified Kingdom Advisor® (CKA®) designations, as well as life and health insurance licenses. As an Investment Adviser Representative, Ricky is committed to providing fiduciary-based guidance centered on each client's goals, values, and financial well-being.
A lifelong Virginia resident, Ricky moved to the greater Richmond area in 2005. He and his wife, Katie, have two sons and a daughter. Outside the office, Ricky is an avid baseball enthusiast and Dodgers fan who enjoys spending time with his family, taking walks, and playing baseball in the backyard with his children.
D. Aaron Reed, RICP®, Senior Wealth Advisor
Aaron Reed helps individuals and families navigate important financial decisions through comprehensive wealth management and personalized guidance. Before beginning his career in financial services, Aaron served eight years in the U.S. Marine Corps Infantry, completing four tours in Afghanistan and Iraq. He brings the discipline, commitment, and perspective developed through his military service to the relationships he builds with clients.
With more than 13 years of experience in financial services, Aaron works with clients across many areas of their financial lives, helping coordinate investment management, retirement income planning, risk management, and long-term wealth strategies. He holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services, as well as life and health insurance licenses. As an Investment Adviser Representative, Aaron is committed to providing fiduciary-based guidance centered on each client's goals, priorities, and financial well-being.
Born in Richmond and raised in Brunswick County, Aaron is a graduate of Brunswick Academy and has deep roots in the Virginia community. Outside the office, he enjoys spending time outdoors and with his wife and two sons.
Kevin Buenvenida, CFP®, Senior Wealth Advisor
Kevin Buenvenida brings more than a decade of experience in wealth management and private banking to Financial Dynamics. He helps individuals and families navigate important financial decisions through comprehensive wealth management and personalized guidance. As a key member of the advisory team, Kevin also shares his expertise through subject matter training, helping strengthen the firm's knowledge, processes, and overall client experience.
Kevin works with clients across many aspects of their financial lives, helping coordinate investment management, retirement planning, tax-efficient strategies, and long-term wealth and legacy considerations. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Adviser Representative committed to providing fiduciary-based guidance centered on each client's goals, priorities, and financial well-being. Kevin is a graduate of the University of Virginia and an alumnus of the Chesterfield County Mathematics and Science High School at Clover Hill.
Outside the office, Kevin enjoys staying active, working out at the gym, and spending time with his wife and two sons.
Lindsay Smith, FPQP®, Lead Paraplanner
Lindsay is a dedicated member of the Financial Dynamics team who values the firm’s small business environment and the opportunity to build meaningful relationships with clients. Known for her detail-oriented and structured approach, Lindsay takes pride in being a reliable resource for both clients and colleagues.
A Chesterfield County native, Lindsay graduated from Matoaca High School and earned her bachelor’s degree in Communications from the State University of New York at Albany. She holds her Life & Annuities license in Virginia, the Financial Paraplanner Qualified Professional™ (FPQP®) designation, and is a commissioned notary public.
After living in New York for 13 years, she returned to Chesterfield in 2020 to be closer to family. Outside of work, she enjoys traveling, attending concerts, and spending time with her husband and their two cats. She is also working toward a personal goal of visiting every Major League Baseball stadium.
Calvin Anthony, Paraplanner
Inspired by his parents, both teachers and athletic coaches, Calvin has always had a passion for helping others. He chose financial planning to make a meaningful impact by helping people gain clarity and confidence in their financial future.
A graduate of Roanoke College, Calvin earned a bachelor’s degree in economics with a concentration in finance. He also holds his Virginia Life, Health, and Annuities License, along with FINRA SIE, Series 7, Series 63, and Series 65 certifications.
Originally from Roanoke, Virginia, Calvin is excited to call Richmond home and enjoys the city’s vibrant food scene, proximity to the beach and D.C., and endless activities. Outside of work, he’s often on the golf course (he played golf at the collegiate level) and enjoys discovering new breweries, catching live music, and cheering on the Washington Commanders and Capitals.
Calvin’s philosophy is simple yet powerful: “My goal is to leave anything I do better than I found it. Even if someone doesn’t become a client, I want them to walk away having gained something from our interaction.”
Marianne Samuel, Operations Manager
With a strong foundation in client service and a passion for helping others, Marianne brings a thoughtful and supportive approach to her role at Financial Dynamics.
She began her career in the insurance industry, where she spent 10 years in administrative support, gaining valuable experience in organization, communication, and client care. After dedicating the next decade to raising her two sons, she reentered the workforce in a part-time retail role that allowed for flexibility while her children were still in school.
Marianne found her place at Financial Dynamics, where she enjoys supporting the team and assisting clients with their financial needs. She takes pride in contributing to a positive client experience and values being part of a collaborative, service-oriented environment.
A lifelong resident of the Richmond area, Marianne has called Chester home for over 36 years. Outside of work, she enjoys spending time with family, especially during summers at Buggs Island, as well as relaxing at the beach and taking peaceful nature walks.
Roxanne Klett, Client Experience Specialist
Roxanne Klett brings 50 years of customer service and hospitality experience to Financial Dynamics. She managed over 150 corporate and private events each year at the Grounds for Sculpture, which is an outdoor sculpture park and art museum in Hamilton, New Jersey.
After marrying her college sweetheart, Roxanne and her husband relocated to New Jersey and raised their two daughters. She served on the local Town Council and was actively involved as a community volunteer with several non-profit organizations.
In the late 90s, Roxanne and her husband formed a Cajun/Zydeco/Blues band called Snapperhead Zydeco Band. The group enjoyed playing this diverse style of music throughout New Jersey and New York for 20 years.
Roxanne and her husband recently moved to the Richmond area to be near their youngest daughter. Her family is still passionate about the audio and visual arts and hopes to continue this in Virginia.
Jennifer Bussman, Marketing & Communications Manager
Jenn serves as the Marketing & Communications Manager for Financial Dynamics, where she leads the firm’s communications and client engagement strategy. She oversees marketing initiatives including social media, client communications, website content, and educational materials designed to help individuals and families better understand financial planning and retirement strategies.
Jenn earned a Bachelor of Arts from Virginia Wesleyan University and was initiated into the Phi Alpha Theta Honor Society and Rho Lambda Sorority Honor Society. Originally from Woodbridge, Virginia, she lived in Richmond for eight years before relocating to Southwest Florida with her family.
Outside of work, Jenn enjoys photography, weekend trips to Palm Beach, and learning to play golf. She is also working toward visiting all 50 states and has already explored 41, including Hawaii.
