Meet the Dedicated Professionals
Committed to guiding you toward your goals with expertise and care.
The Team
Gary Kauffman
Founder
Dominic Pisanti CFP®
Co-Founder
Zack Berry
Financial Advisor
Tyler Bennett
Planning Specialist
Julia Parker
Office Manager
Justin Pandy
Business Development Manager
Francie Wise
Client Service Associate
Ketaki Ambulkar
Client Service Associate
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Our Office
Dynasty Wealth Partners
420 Madison Ave Ste 550
Toledo, OH 43604
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.
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