Meet the Experts Behind

Your Financial Success

Dedicated professionals committed to guiding you

toward your goals with expertise and care.

Meet our Founder + CEO

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 and MDRT as a top 100 financial planning professional in the country.

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.

The Dynasty Team

Guiding You Every Step of the Way

Tyler Bennett

Financial Advisor &

Planning Specialist

513-907-0906

Dominic Pisanti

Financial Advisor

419-490-1158

Zack Berry

Financial Advisor

734-735-5832

Julia Parker

Office Manager

[email protected]

Francie Wise

Client Service Associate

[email protected]

Ketaki Ambulkar

Client Service Associate

[email protected]

Benjamin Decatur

Operations

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Copyright 2025. Dynasty Wealth Partners. All Rights Reserved.

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