Broker Check

Team

 

As a Managing Director, Ronald Lomangino brings passion, drive, and creative strategies to the Dynasty team. His three decades of wealth management experience has given him the vision to create a powerful, independent team of financial...

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William Grundig

Managing Director

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732.404.1351

William Grundig works with individuals and business owners to conservatively and methodically accumulate assets in the working phase of their lives. While in retirement, William works with individuals and business owners to tactically...

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William "Bud" James works with individuals and business owners who struggle to get their arms around all of the key financial planning issues facing them now and in the future

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Margaret M. Saulon, CFP®

Chief Administrative Officer

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732.404.1351

Margaret Saulon has been in the Financial Services Industry since 1996. She plays an integral part in planning, developing and establishing policies and objectives in accordance with the objectives of our organization.

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Kevin Hutnik

Director of Group Benefits

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732.404.1351

Kevin Hutnik is a partner of Dynasty Advisors and heads up our group benefits division.

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Alex Saulon, CFP® and CDFA™, is a partner at Dynasty Advisors and has been involved in the Financial and Investment Industry since 1998.

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As a Certified Plan Fiduciary Advisor, I am dedicated to helping individuals and families secure their financial futures through expertise in retirement income planning, estate planning, and wealth preservation. With over 15 years of...

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Eric S. Colella

Financial Advisor

516.316.3703

732.404.1351

Eric Colella works with high net worth individuals and companies to help solve their financial needs, from wealth accumulation to retirement solutions.

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Peter A. D’Amico, CFP® - As a Philadelphia native, Pete is a CERTIFIED FINANCIAL PLANNER™ professional and has been financial services since 2002 as both an agent and a manager. Pete’s focus on business owners and...

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Michael Fish

Financial Advisor

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732.404.1351

Michael Fish has been working in the Financial Services Field since 2001. Prior to joining Dynasty Advisors, he was a Member of The New York Board of Trade where he executed trades for institutional and retail clients.

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With a lifetime of interest in personal finance and now a CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, Ian is dedicated to helping clients achieve their retirement goals with confidence and clarity. Through personalized financial...

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Eric James

Financial Advisor

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732.404.1351

Bringing a passion for personal finance and investment management, Eric James is driven to work with individuals to help them map out their financial needs and navigate the ups and downs of planning for the future.As a former Customer...

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B. Jayne Levy LUTCF®

Insurance Consultant

732-734-0010

732-404-1351

With over 25 years’ experience in the field of insurance planning, B. Jayne Levy has helped to carve out hundreds of life plans for families who have, in turn, come to trust her expertise. Confidentiality, commitment and concern... 

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Christopher Liebau

Client Relations Associate

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732.404.1351

Chris Liebau recently joined the Dynasty team last summer after graduating from Marist College. Over the past year he has experienced what a true team consists of, and what it truly means to work with advisors and their clients to...

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Linda Barny

Marketing Coordinator

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732.404.1351

Linda Barny joined the Dynasty Advisors marketing team as a Marketing Events Coodinator in May of 2010.

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Susan Garland

Clerical Assistant

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732-404-1351

  Susan joined Dynasty Advisors in spring of 2023. She previously worked for The Financial Relations Board MWW Group, an investor relations firm. Susan is thrilled to be working with this amazing team. Previously, she planned and...

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