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Kathleen Kojis - President
Kathleen brings 19 years experience in the investment advising business to our valued clients. Creating Financial Dynamics, Inc in 1999 established her as an independent financial professional, segregating self and clients from crimping production goals of the corporate financial world. Kathleen is the Senior Financial Advisor, based in South Carolina, offering access to advisory services through Commonwealth Financial Network, an independent Broker/Dealer, member FINRA/SIPC, and a Registered Investment Adviser. She holds her FINRA Series 7, 63 and 65 registrations, as well as Life/Health insurance licenses in several states.
She is a graduate of the University of Wisconsin-River Falls with a Bachelor of Science in Education with a major in Speech and a minor in English. She holds a Masters Degree in Fine Arts from the University of Oklahoma and moved directly into the business world. Her experience with Chrysler Corporation in the late 70's, its restructuring under the leadership of Lee Iacocca, developed a successful procedure to the restructuring process both in small business and personal living. She turned this experience to teaching re-employment skills through the WI Private Industry Job Club programs and adding it to the financial structuring/restructuring process when she entered the financial advising world in 1991.
Native Carolina plants is rapidly becoming a current interest, as is cultivating the native plants on her personal property. This year's success in gardening was the best watermelon she and her family have ever tasted.
Kathleen and her husband, Ferd, reside in Salem, SC. They enjoy fishing and swimming in Lake Keowee, hiking the nearby Blue Ridge mountains, and spending time visiting clients and friends in Wisconsin and other parts of the United States and Germany.
Robin Rogers Smith - Vice President
Robin Rogers Smith is the Certified Financial Planner ™ and Registered Life Planner® for Financial Dynamics based in Fairfield, Connecticut. Her goal is to see that you live a long retirement with meaningful purpose and joy, and without the worry of outliving your money. She believes that true financial freedom can be accomplished by developing and monitoring a comprehensive financial plan that begins with understanding your heartfelt desires and core values. After that the strategic management of meeting your financial needs fall into place whether it concerns wealth accumulation, income distribution throughout retirement, minimizing taxes, protecting loved ones through risk management or leaving a legacy through estate planning. She works with both individual and small business clients within five years of retirement and older concentrating her services in Connecticut, New York, and South Carolina.
She began her career in the field of personal financial services in 1988 after leaving the corporate world as a financial analyst. She is an Independent Adviser Representative (IAR) with Commonwealth Financial Network and holds her FINRA Series 7, Series 63, Series 65, Series 24, Variable Annuity securities registrations in addition to her Variable Life, and Life & Health Insurance licenses. She also holds the following professional designations: - CERTIFIED FINANCIAL PLANNER™
Registered Life Planner® - Certified Long Term Care Consultant
- Certified Retirement Financial Adviser
She is a graduate of Sacred Heart University with a Bachelor of Arts majoring in Business Administration and a minor in Music. An avid reader with a thirst to learn, she continues her studies to stay abreast of the ever changing economic and financial industry in order to provide her clients with the most appropriate resources. Understanding that each client's situation is different, she seeks to meet their needs and design portfolios that are a comfortable fit utilizing the full range of available investment vehicles including fixed income products and alternative investments.
Robin and her husband, Glen, reside in Fairfield, Connecticut. They enjoy sailing on Long Island Sound, flying their Archer in 'search of the perfect $100 hamburger', and spending time on the North Santee River in Georgetown, South Carolina.
Josh Woodbridge:
Client Service Manager - CT Office
Financial Assistant
Josh provides tremendous support for the Connecticut office including client service, financial spreadsheet analysis and report preparation. He has a strong passion for the stock market and loves researching companies to further benefit our clients. Finding alternate investment options is also another job he looks forward to working on every day. Josh is also very knowledgeable with computer and networking equipment keeping them working in an efficient manner while also addressing any hardware issues that arise in the office.
Majoring in both Finance and International Business, Josh will graduate from Sacred Heart University in 2011. Away from the business atmosphere and studies, Josh enjoys football, basketball, golf, and has played soccer for over ten years competitively.
Caleb Bagwell:
Financial Assistant - SC Office
Caleb is a recent graduate of Clemson University receiving a BA degree in financial management, with a concentration in corporate finance. His minor is accounting and continues doing tax study to strengthen his skills in tax implications when investing. His extensive studies in the world of academia has allowed him to bring a cutting edge to Financial Dynamics, Inc. Caleb devotes hours to research and analysis in order to provide our clients with ever changing information as it becomes available. Caleb loves the research of publicly traded companies, especially in alternative energy sources, and the latest in technology,but when he is not bent over his computer screen, you might find him working out in the gym, researching the world of nutrition, or swinging a golf club.
Anita Dost:
Client Service Manager - SC Office
Anita is probably the first voice you hear when you call our SC office. Friendly, versatile, and able to find the answer if she doesn't know it, she is ready to serve client needs and follow through insuring accuracy in detail and completion of customer satisfaction. Majoring in Information Technology at York and Tri-County Technical Colleges, Anita has continued earning multiple computer application certifications at HP and Microsoft Online, thus greatly enhancing software adaptation within our office. She was named “Cambridge Who's Who among American Business Women” in 2006 and adds a wealth of experience, knowledge and enthusiasm to our team. Before joining us, Anita was the Web Administrator for upstatetoday.com, the website of Seneca's Daily Journal and Messenger. Anita relocated from Rock Hill, SC, back to her hometown of Seneca in December, 2006. Prior to that, she traveled nationally as the Staff Speaker and Executive Public Relations Manager for In Our Midst Ministries, Inc. Anita home-schools her children and sings in her church choir, and as a budding entrepreneur, owns and operates Inspirational Web Designs, LLC. She loves spending time with her family and friends, and enjoys gardening, canning, singing, hiking, and freelance photography.
Linda Beauchamp -
Technical Manager
Linda manages the daily technical operations. She is our key interface to the Technical Services organization at Commonwealth working with them to keep our office updated with the latest online tools and software. In addition to interfacing with Commonwealth, she also addresses any technical issues that arise in the office. Through these efforts, we are continuously updating our systems and keeping the technology on the cutting edge. Linda holds an A.A.S. degree in Computer Science and a B.S. degree in Management from Fairfield University. Prior to joining us, Linda was an Information Technology Manager with a Fortune 100 company for 37 years. Since her retirement, she has been able to use much of that experience in moving the Connecticut office to more online, robust systems.
Linda resides in Shelton, Connecticut with her husband. They have been dedicated boaters for over twenty-five years and are often found cruising Long Island Sound on their 37" Egg Harbor. They have two daughters and two grandsons, who keep them busy when they are not boating.
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