Advisors at this firm
Michael C
Series 63, Series 65
Lubbock, TX
Family Dynasty Advisors LLC
Michael Caffey is a financial advisor with Family Dynasty Advisors LLC in Lubbock, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Family Dynasty Advisors in 2018, he worked for PlainsCapital Bank Wealth Management for nine years. Outside of advising, he owns and manages a residential property remodel firm, MLD Construction LLC. Family Dynasty Advisors LLC provides discretionary portfolio management to individuals, high-net-worth families, and businesses, and serves as a subadviser to an unaffiliated registered investment company through the Tactical Advantage ETF. The firm employs a combination of active and passive strategies focused on managing volatility and uses technical, statistical, and macroeconomic inputs to guide portfolio allocation and rebalancing.
Mandi A
Series 65
Lubbock, TX
Family Dynasty Advisors LLC
Mandi Applegate is a Series 65-licensed financial advisor with Family Dynasty Advisors LLC in Lubbock, TX, where she has worked since 2021. She has three years of industry experience, including prior roles at Concord Medical Group, Nylife Securities LLC, ALPH Capital Strategies, and Kuykendall & Schneider Inc. Family Dynasty Advisors LLC provides discretionary portfolio management to individuals, high-net-worth families, and businesses, and serves as a subadviser to an unaffiliated registered investment company through the Tactical Advantage ETF. The firm employs a mix of active and passive strategies with an emphasis on volatility management and uses technical, statistical, and macroeconomic analysis to guide allocations and rebalancing.