As our Director of Financial Planning, I bring 13 years of financial planning experience and 25 years in business to my position at Dunleavy Wealth Management. I work with individuals, families, and businesses to identify and realize their financial goals. With our team, I provide recommendations for retirement strategies, insurance protection planning, and wealth management, as well as business succession planning.
Education
I graduated from Colorado College in 1993 with a Bachelors of Science in Political Science.
Professional Registrations
My professional registrations include:
- CERTIFIED FINANCIAL PLANNER™
- Life, Accident, & Health Insurance Licensed
- Series 7, 63 and 65
Memberships & Affiliations
I am actively involved in several organizations including:
- Family Face Ministries, Board of Directors
- Financial Planning Association
- Financial Services Institute
On a Personal Note
My wife, Jennifer, and I reside in Ortonville, where we homeschooled our three children, Christian, Emma and Megann.