The Main Street Brief

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Who we are

Dynamique Financial, LLC (“Dynamique”) is a privately held, disability-owned business enterprise, founded to provide financial products and services by bringing together diverse financial expertise to serve a common purpose: take the burden out of financial services for people and be the calm navigator in the face of uncertainty.

We bring special skills to assist clients in planning and organizing their financial lives, whether an individual, family, trust/endowment, pension, investment fund or company. Our experience stems from having worked at some of the best and largest of U.S. corporations on investments, and having been entrepreneurs, we know about business growth, raising capital, and the associated challenges.

Financial specialties include:

• Investment advisory

• Life insurance & annuities brokerage general agency

• Life insurance agency

• Business turnaround, restructuring & strategy services

We at Dynamique are motivated to assist persons and families especially those with disabilities. Our founder, Luka Erceg, is disabled. We know that when one family member is injured, so is the entire family. In addition, we also know about the challenges encountered by disability entrepreneurs. Read his story: Scientific American.

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The Main Street Brief

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