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Brian Bucell and Tom McCann are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crestview Capital Management.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  The insurance products offered by Tom McCann and Brian Bucell are separate outside business activities and are not offered through Dynamic Wealth Advisors.

© 2019 Crestview Capital Management, LLC.

29800 Agoura Road | Suite 102

Agoura Hills, CA 91301

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Brian Tel: 805-871-0040

Tom Tel: 805-871-0030

brian@crestviewcm.com

tom@crestviewcm.com

OUR TEAM

OUR TEAM

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Tom specializes in working primarily with affluent families, private foundations and endowments, privately owned businesses, entertainers and attorneys.

Managing Partner

Tom McCann

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Brian specializes in helping individuals, families and business owners in the Utilities, Aerospace, Construction, and Health Insurance fields.

Managing Partner

Brian Bucell

Dynamic Wealth Advisors

Through an alliance with Dynamic Wealth Advisors ("Dynamic"), Crestview Capital Management receives professional services and support.  In addition to providing financial advice to Clients, Dynamic provides access to industry-leading investment resources, economic research, and technology platforms.   

Jim’s entire career has involved working with and for independent financial advisors to improve their businesses.

Founder & Chief Executive Officer

Jim Cannon

Jim Palumbo is a veteran of the financial services industry with over 25 years of creating and managing organizations that create, grow, and preserve wealth.

Principal & Chief Development Officer

Jim Palumbo

With over 25 years of experience, Fran coaches and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies.

Managing Director, Retirement Plans

Fran Gillis

With industry experience at major firms and RIAs, Urban has over 15 years’ experience consulting to advisors and is a tremendous knowledge resource for advisors at Dynamic.

Business Development Officer / Advisor Training

Urban Adams

Marisol has over 20 years of financial industry experience at major firms with focus in equity research, economic trends, estates/trusts, trading and operations.

Portfolio Consultant

Marisol Fung

Melanie brings over a decade of experience from the financial and insurance industry to Dynamic’s Advisor Support and Advisor On-boarding. Her skill in process enhancement, troubleshooting, and multi-tasking contributes significantly to a superior Advisor experience.

Advisor Support Associate

Melanie Ahlers

Matt brings over 8 years of industry experience, including custody, AML and margin responsibilities with Charles Schwab and operations manager and managed account roles with two brokerage firms.

Advisor Support Trading Associate

Mathew Weiss

Eric’s background includes leading service & operations teams at Charles Schwab for over 5 years and serving as a senior business banker with Bank One.

Manager, Advisor Support

Eric Draughon

Sarah has over 10 years of financial industry experience working with RIAs, product manufacturers and advisor service platforms. She has worked in a broad range of service, sales, marketing and national accounts manager roles with a focus on advisor relationships and service.

Advisor Support Portfolio Mgmt & Business Development Associate

Sarah Stallins

With industry experience at major firms, independent broker-dealers, turn-key asset management providers and RIAs, Craig is an exceptionally capable leader.

Chief Operating Officer

Craig Morningstar

Cherie’s knowledge of the industry provides her a strong understanding of how to effectively incorporate controls and systems to promote compliance and mitigate risk.

Chief Compliance Officer

Cherie Jolly

Erin specializes in the financial account data arena. She has over 11 years experience helping RIA’s to ensure accuracy and integrity of their information.

Director, Business Systems

Erin Heffner

With a financial service career starting in 1986, Tanya’s scope of experience, including client service, management, and as a financial advisor, provides a unique skill set and perspective when ushering new affiliates into the Dynamic family.

Director, On-boarding

Tanya Escobedo

Alicia served in operations with Charles Schwab and Northwestern Mutual as well as a portfolio administrator from an RIA firm in Maine.

Director, Advisor Relationship Management

Alicia Valentine

Jennifer DeGroat has seven years in the Financial Services Industry with a broad range of experience in administrations and operations; she excels in communications, accuracy and building relationships, providing you with top rate support for your Advisory business!

Advisor Support Associate

Jennifer DeGroat

Amy manages billing and handles client reporting. With 10 years of industry experience, she previously served as Director of Operations and Client Service Manager for three RIA firms.

Billing & Reporting Specialist

Amy Eagan

Sahar previously served as a client service associate for an RIA, an administrator at Waddell & Reed, and a recruiting coordinator with New York Life.

Advisor Support Associate

Sahar Zabari