Meet the Dedicated Professionals
Committed to guiding you
toward your goals with expertise and care.
Meet Our Founder, Gary Kauffman
Gary is the founder of Dynasty Wealth Partners, a firm dedicated to helping physicians and surgeons navigate the complexities of financial planning. His passion for starting his business is driven from watching his step father’s family business grow as a child and seeing the impact that it could have on their family, clients, and community.
With a deep understanding of the unique challenges faced by medical professionals, Gary specializes in strategic wealth management, tax efficiency, and retirement planning. With years of experience and a passion for empowering others, Gary is committed to guiding doctors through every phase of their financial journey—whether they are in training, aspiring affluents, or achieving financial independence. Gary has been recognized by Forbes as a 2024 Top Best in State Financial Security Professional.
Outside of work, Gary enjoys playing tennis and golf with clients and friends, watching the UFC and College Football, and long walks through the park with his wife, Julia, and golden retriever, Kipper.
Meet Our Co-Founder, Dominic Pisanti CFP®
Dom started in the planning industry in 2016. Dom has dedicated his career to providing comprehensive financial planning services with a focus on investment management, tax optimization, and retirement strategies. As a Certified Financial Planning™ professional, Dom brings a disciplined approach to helping clients achieve their financial goals while navigating the complexities of today's ever-changing economic landscape.
In addition to his expertise in wealth management, Dom takes pride in building long-term relationships with his clients, taking the time to truly understand their needs and aspirations. Whether guiding clients through investment strategies, crafting personalized tax plans, or developing retirement roadmaps, Dom is committed to delivering sound, customized advice.
Outside of work, Dom is a proud family man. He lives in Temperance, MI
with his wife, Hannah, a practicing attorney, and their son, Cal. The family is rounded out by their loyal Great Danes, Bane and Boo. Dominic enjoys staying active in the hockey community, playing the sport in his free time, and engaging with the local F3 fitness group. He’s also a self-proclaimed 18 handicap golfer, always looking to improve his game.
Dom’s balanced approach to both professional and personal life ensures he brings a well-rounded perspective to his practice, always striving to serve his clients with integrity, expertise, and a personal touch.
Zack Berry
Financial Advisor
734-735-5832
About Zack
Zack Berry is a seasoned financial advisor with a dedicated passion for helping medical professionals—particularly dentists and doctors—navigate the complexities of managing their finances.
Zack has built a reputation as a trusted partner for healthcare professionals, offering personalized advice and tailored strategies that align with their unique needs. When not working closely with clients, he is actively involved in community outreach and advocacy, helping to raise awareness about the importance of financial literacy for healthcare professionals.
He regularly speaks at seminars and workshops, offering practical advice and strategies to empower others in the healthcare community to take charge of their financial futures.
Tyler Bennett
Financial Advisor & Planning Specialist
513-907-0906
About Tyler
Tyler is the chief planning nerd at Dynasty Wealth Partners. He handles planning documentation creation, analysis, and portfolio design for all members of the firm as well as working as a personal advisor for his clients within the Dynasty Wealth Partners umbrella. Tyler focuses on using mathematical analysis to create goal-based plans that are uniquely tailored to each client’s personal values and vision for their future. Tyler specializes in working with clients who have complicated estate planning/inheritance needs, business planning needs, and those who work in fields with multi-faceted compensation packages such as medicine and tech.
Tyler believes the most important part of what we do is listening to our clients’ hopes, dreams, and feelings and distilling them into a clear financial plan that offers peace of mind and confidence that they are on the right path through life. He believes it is our job is to take investments, taxes, and risk management and make it simple so that we can best serve our busy clients and they can spend more time checking items off of their bucket list instead of worrying about time consuming and ever changing markets.
Outside of work, Tyler is a brown belt in Judo and a purple belt in Brazilian Jiu Jitsu. He plays chess daily at the 1800+ rating category on chess.com and loves dungeons and dragons. He and his fiancé, Annie, spend their evenings watching the latest true crime or reality TV shows with their two cats, Hank and Kitty.
Julia Parker
About Julia
With over 15 years of experience in the financial services industry, Julia brings expertise, organization, and a personal touch to everything she does. She holds a Bachelor's degree in Finance and a Certificate in Financial Planning from Ohio University. As the Office Manager, she keeps the day-to-day operations running smoothly and ensures clients receive top-notch service.Julia lives in Sylvania, Ohio with her husband, two children, two dogs, and a cat. Outside the office, she enjoys gardening, reading, and spending quality time with her family.
Justin Pandy
About Justin
Justin Pandy is a driven Business Development Manager who recently graduated from Bowling Green State University, where he earned his degree in Insurance and Financial Planning. Originally from Cleveland, Ohio, Justin brings fresh energy and a strong foundation in financial services to his professional role. He is passionate about building meaningful relationships and helping clients find smart, strategic solutions.Outside of work, Justin enjoys spending quality time with his friends and family. He’s also a devoted dog dad to Jib, a rescue he fostered and quickly fell in love with. He is a dedicated sports fan; Justin rarely misses a week of football and is an enthusiastic participant in fantasy football leagues. You will often find him either in the gym or on the golf course when he is not working.
Francie Wise
Client Service Associate
About Francie
Francie joined Dynasty Wealth Partners in 2024. She is no stranger to financial services. Francie has years of experience wearing many hats from Agency Bookkeeper to assisting Financial Advisors with their business. She is extremely helpful with client service and assisting in the Investment and Life Operations area. Francie holds a degree in Office Administration and Management from the University of Toledo. Francie lives in Temperance, Michigan, with her husband, Kent, and has two grown children, Jake and Brooke, whom she loves to spend time with and travel with. She loves the outdoors and riding her bicycle. Francie has a small garden she enjoys maintaining, and also loves to read, cook, and bake.
Ketaki Ambulkar
Client Service Associate
About Ketaki
Ketaki is proud of her 10 year career assisting clients in the financial services and banking sectors. Ketaki has prioritized her responsibilities and duties in harmony with her respective organizations. Having a Master of Arts degree in Industrial Psychology, Ketaki wishes to pursue learning in the future as well. Along with her professional journey, Ketaki loves her family and enjoys playing tennis with her husband and son. She also occupies herself with reading, music, and crafts at other times.
Benjamin Decatur
Operations
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Dynasty Wealth Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202804-8638568
Copyright 2025. Dynasty Wealth Partners. All Rights Reserved.
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