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Meet your team


Find out how we help individuals and families achieve their vision for the future.

 

Your Comprehensive Financial Planning Resource

Our advisory firm located in Midlothian, Virginia, has one vision in mind – to provide strategies that move you closer to achieving your lifestyle goals. We want you to feel confident that you are on the right track and bring a sense of comfort that your decisions will have a positive impact on your loved ones as well.

At FDAA, we care about our clients and see them as family. This philosophy permeates everything we do. We count your achievements as our successes, and we always put your interest first. In this way, we help you feel confident about our advice and support … both now and in the long term!

Meet the Team

The team behind Financial Dynamics & Associates is made up of professionals with the experience, qualifications and passion to help achieve your ideal future!


 

isaac-wright

Isaac W. Wright, ChFC®President, Author, Financial Commentator

Isaac is a comprehensive financial advisor with a focus on retirement planning and asset preservation for families and retirees. He is well recognized in the community and has been helping families and retirees reach their financial, retirement and estate-planning goals for over 18 years. He has built a reputation with his colleagues and clients as a problem-solver while providing exceptional customer service.

Isaac has passed the Series 65 securities exam and holds licenses in life and health insurance in Virginia, Georgia and several other states. Registered as an Investment Adviser Representative, Isaac upholds the fiduciary standard, which means he puts the interests of his clients ahead of his own. He earned his ChFC® (Chartered Financial Consultant®) certification and is a graduate of Virginia Commonwealth University.

Using an education-based approach to planning, Isaac is frequently sought after to speak on issues facing families and retirees today, including retirement, estate concerns and long-term care. He is the author of the book “Navigate Your Way to a Secure Retirement” and has discussed the importance of planning for a successful retirement with appearances on television and other media outlets, including CBS, WRVA, the Richmond Times-Dispatch and more.

A lifelong resident of the Richmond area, Isaac enjoys spending time with his family, playing golf and exercising at the gym.

richard-mallory

RICHARD W. MALLORY SR.Founder

In 1988, Richard founded Financial Dynamics & Associates, Inc. after experiencing the tragic loss of his family in a boating accident.

“As an estate administrator, I had to educate myself to properly manage all the financial complexities of this situation at a very emotional time,” Richard said. “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 30 years of experience in financial services, Richard is committed to having open and honest conversations with families in need of trusted advice. Based on his extensive personal and professional background, he is also well qualified to ensure individuals are guided toward the right team or staff member.

ricky

Ricky Lafon, MBA, RICP® Advisor, Retirement Planner

Ricky serves as a financial, insurance and retirement professional at Financial Dynamics. He has been helping families build a strong, transitional bridge from working to retirement for over 10 years. His track record includes mentoring small-business owners and helping other professionals in the insurance and financial industry.

Ricky has passed the Series 65 securities exam and holds licenses in life and health insurance in Virginia and Maryland. Registered as an Investment Adviser Representative, Ricky is a fiduciary who puts his clients’ best interests first. He earned his RICP® (Retirement Income Certified Professional®) certification and completed his MBA at Liberty University.

Ricky is a lifelong resident of Virginia. Born in Lynchburg, he moved to the greater Richmond area in 2005. He is married to Katie, they have two boys, Aaron and Jadon, and a daughter, Riley.

Away from the office, Ricky is a dedicated volunteer at his church, assisting with community and leadership development programs.

julie

Julie Thompson, RICP® Advisor, Retirement Planner

Julie specializes in the development, execution and maintenance of retirement plans for our clients. She especially enjoys building lifelong relationships and helping families align their retirement goals with their personal values.

Julie understands the time constraints that our clients face in balancing life, work and family. The result often means that families have very little time to devote to their financial house. Julie’s purpose-driven approach helps her deliver exceptional customer service in today’s fast-paced world.

Julie has passed the Series 65 securities exam and holds licenses in life and health insurance in Virginia, South Carolina and Florida. Registered as an Investment Adviser Representative, Julie is a fiduciary who puts her clients’ best interests ahead of her own. She graduated from Virginia Commonwealth University.

As a Retirement Income Certified Professional® (RICP®), Julie has completed training that focuses on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. Julie also has provided financial guidance to employees of large, local companies and has spent more than 20 years working with such firms as New York Life, Unum and Allstate.

In her free time, you will find Julie working out at the gym, painting or mastering her love of photography.

tina-luckey

TINA LUCKEY Associate Advisor

maria-hickman

MARIA HICKMANOperations Manager & Client Services

jan-ferguson

JAN FERGUSONMarketing Director

sandy-dubose

SANDY DuBOSEClient Relations Support

decara-jeter

DeCara JETERClient Services & Case Support

marianne-samuel

MARIANNE SAMUELClient Services & Case Support

jeri-pase

JERI PASEAdministrative Assistant

Ready to Take The Next Step?

For more information about our comprehensive financial planning and investment management services, schedule a complimentary call today or register to attend an event.

You can also call or text 804.777.9999