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Meet our Expert

Our Story

Our reasons for becoming Financial Advisors are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to achieve their financial goals. After years in the business, we have developed a reputation for educating individuals in a way to make the complex simple. We understand the trust our clients put in us to handle their life savings and every day we strive to earn that trust. That is why our fiduciary advisors operate the way we do.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of CFP© professionals have years of experience in financial services. We can help identify and plan for the needs of today and for many years to come. We look forward to working with you.

Meet The Team

At our firm, we have the client—and only the client—in mind.

Managing Partner, Financial Advisor, and Private Wealth Manager
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Russell White CFP©

Growing up between Quebec and Texas, my passion for finance started early. My grandfather gifted me 10 shares of Coca-Cola, teaching me the value of ownership. At 11 years old, I learned my first investing lesson—quality over hype—when my father bought a stock based on popularity instead of fundamentals. After earning a scholarship to Texas State University, I pursued a degree in Business Administration and Finance When the recession hit, I relied on my stock market earnings to pay for tuition, reinforcing my belief in strategic investing for financial independence. I began my career as a Financial Advisor at Edward Jones, managing multiple offices before launching my own advisory practice. Later, I helped build a smaller firm from the ground up, learning the power of financial technology in serving clients efficiently. In 1998, I fulfilled my dream by establishing my own investment firm, committed to helping individuals secure wealth, achieve financial freedom, and maximize their financial potential.

Broker and Private Wealth Manager
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Juliana Craig CFP©

Juliana’s finance journey began unexpectedly—her volleyball coach, a financial advisor, offered her an internship at Scottrade, sparking her passion for investing. She learned her first major lesson in 2008, realizing the importance of strategy over emotion when selling her Chipotle shares too early. After earning her BA in Accounting & Finance at St. Ambrose University, she obtained her securities licenses and built a strong career at Scottrade, Charles Schwab, and LPL Financial, managing over $500M in assets. Working with 100+ financial advisors, she recognized the importance of client-focused wealth management. Her vision aligned perfectly with Serenity Wealth Management, leading her to become a Financial Advisor, dedicated to helping individuals achieve financial security. Beyond work, Juliana enjoys time with her husband Brad, daughter Mia, and rescue pup, Remy, exploring new cuisines and volunteering at local animal shelters.

Financial Advisor and Private Wealth Manager
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Geoffrey Wagner CFP©

Aside from a brief period in Austin, Texas, where I attended St. Edward's University to earn my Bachelor's degree in Accounting & Finance, I have spent most of my life living in various countries with my parents. I have lived in California, Texas, Florida, Massachusetts and New Hampshire. Over the past few years, I’ve had the privilege of working closely with individuals from low-income backgrounds and small businesses, helping them take control of their finances and build a path toward sustainable growth. For individuals and families, I’ve been focused on providing practical budgeting strategies, debt management plans, and accessible investment options that don’t require large capital to get started. It’s been incredibly rewarding to see people who once felt overwhelmed by their financial situations begin to feel empowered and hopeful about their futures. On the business side, I’ve helped entrepreneurs streamline their financial operations, improve cash flow, and plan for expansion through smarter financial forecasting and strategic reinvestment. Whether it’s navigating uncertain markets or preparing for growth opportunities, my goal has been to provide clarity and confidence every step of the way. Financial empowerment should be available to everyone, and I’m proud to be playing a part in making that a reality. If you or someone you know is looking for guidance, I’m always here to help.

Talk to an Advisor

Smart Investments, Steady Profits, Limitless Possibilities

New York

389 S End Ave, New York, NY 10280

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@dynamiczenithassets

Email: support@dzagroup.org

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