Growth in 2024 Supported By Addition of Relationship Manager Dynesha Moore

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, experienced significant growth in 2024, which continues into 2025, and has been aided by the hiring of Relationship Manager Dynesha Moore.

“Last year was marked by unprecedented growth for Blueprint Financial Advisors, which we’re continuing to experience in the first quarter of 2025,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Since our model for serving financial advisors who join our network is white glove, we depend on high-achieving Relationship Managers like Dynesha. She works alongside our advisors to ensure the core principles of Blueprint Financial Advisors are demonstrated in every interaction an advisor – and ultimately the advisors’ clients – have with our team.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

“Many of the advisors who join Blueprint Financial Advisors are accustomed to having to wear many hats and juggle the various tasks associated with running an advisory practice,” says Moore. “I enjoy being able to take some of those routine tasks off their plate, freeing up the advisor’s time so they can focus on what they do best: serving their existing clients and finding new ones.” Moore’s niche is helping advisors leverage technology to optimize their practice with platforms such as Orion, Pontera, Redtail, and AdvicePay.