Key Team Members

Isaac W. Wright, President & CEO

Isaac Wright is a comprehensive financial planner with a focus on retirement planning and asset preservation for families and retirees. He is well recognized in the community and has been assisting families and retirees reach their financial, retirement, and estate planning goals for over 11 years. He has built a reputation with his colleagues and clients as a problem solver while providing exceptional customer service. Using an education based approach to planning, Isaac is a frequent public speaker and has been invited to be the keynote speaker with many groups focused on retirement, estate, and long term care concerns facing families and retirees today.

Isaac appeared on a television show that aired this year on the "Elder Care Journey". This was a discussion on the need for proper legal and financial planning regarding nursing home and other long term care planning options. In addition, he has been a member and contributor of several mentoring and private coaching groups including Ed Slott’s Elite IRA group and the Longevity Planning Institute. Isaac is a graduate of Virginia Commonwealth University and is a lifelong resident of the Richmond area. He enjoys spending time with his family, playing golf, and exercising at the gym.

Jean Reynolds, Attorney at Law

Jean has more than 7 years experience as an attorney. Jean is currently a partner at Whitehead and Chiocca Law Firm, PLC. In her practice, Jean specializes in estate planning, asset protection, wills and trusts, special needs planning, and estate administration and litigation. Jean’s work for Financial Dynamics and the Estate and Elder Planning Center of Virginia focuses on probate, trust and estate planning - more specifically, forming effective plans and measures that will help clients avoid future crises involving long-term medical care.

"Working with Isaac and his team is a very valuable asset when planning for the future, so clients aren’t left facing a crisis situation," said Jean.

Jean is licensed in Virginia. She earned her Juris Doctor from The Appalachian School of Law and is a member of the Virginia State Bar. Jean is currently President of the Society of Financial Services Professionals- Richmond chapter and a member of the Financial Planning Association - Richmond chapter. Jean is also a member of the Estate Planning Council, Richmond Chapter.

Richard W. Mallory, Chief Operations Officer

Richard founded Financial Dynamics and Associates, Inc. after experiencing the loss of his family in a boating accident. " As estate administrator, I had to educate myself to properly manage all the financial complexities of this situation at a very emotional time. In going through this experience, I found this industry was in great need of trustworthy, caring and knowledgeable professionals. Since 1988 I have dedicated my life to this cause."

With over 23 years of operational experience in this industry, Richard is exceptionally qualified to oversee the day to day operations of our office. In addition, he is vastly qualified in determining the needs of our clients and ensuring that he guides them to the proper staff member.

Jan Ferguson, Marketing Director and Event Planner

After owning her own business for 20 years, Jan brings years of customer service to Financial Dynamics and the Estate and Elder Planning Center of Virginia. As the Marketing Director, Jan makes sure the seniors of our community are aware of our workshop schedule. She sets up and coordinates each event with the venues within the Richmond metro area. She also enjoys organizing special events for our clients. Jan is a graduate of Radford University with a Bachelors of Science in Business Administration.

Tina Luckey, Executive Assistant

Prior to joining Financial Dynamics and the Estate and Elder Planning Center of Virginia, Tina handled all aspects of a small business, including customer service, sales, purchasing and accounting. She was also a District Manager for a large retail chain where she implemented progressive and innovative training programs for managers and sales associates in order to excel in client relations. She is skilled in performing financial, operational and regulatory compliance audits. Tina works directly with Isaac Wright to help clients accomplish their financial goals. Her personal experience in caring for her mother, who suffered from Alzheimer's disease the last few years, fueled a passion in her to assist and educate other families in need.

Maria Hickman, Director of Client Services

Maria brings more than 25 years of client and customer service experience to the Financial Dynamics and the Estate and Elder Planning Center of Virginia team. As our Director of Client Services for over 8 years, Maria acts as a liaison between our clients and the companies we represent and assists with all workshops and events. She handles client inquiries and provides status reports on behalf of our clients regarding their accounts. She also assists in the preparation and monitoring of annual budgets - operational and personnel. Prior to joining Financial Dynamics and the Estate and Elder Planning Center of Virginia, Maria was the client services representative for an insurance firm in Chester, VA. She also has extensive experience in the retail industry, serving as a store manager, associate training specialist, human resources and client services director at several national companies on the east coast.

Christopher Wallace, Retirement Planning Coordinator

Christopher Wallace is an insurance and financial professional who has an extensive background in assisting clients with retirement needs since 2005. Before joining our team, Cris spent 18 years focused on cost and production management, as well as providing customer and engineering support to Ford, GM, and Chrysler as a supplier. Cris personifies the qualities and morals that we share at our company and loves to make a positive difference in other’s lives. Cris enjoys spending time with his family, running, working out and playing softball.

Vicky Davis, Administrative Assistant

Vicky comes to Financial Dynamics and The Estate & Elder Planning Center of Virginia, first as a client and now as our administrative assistant. She has 12 years experience in the Chesterfield General District Courts, where she was a supervisor in the Traffic & Criminal division. As our administrative assistant, Vicky handles the day to day administrative duties and is the person that will usually greet you on the phones or in person at the office.