The Team

Jack M Dunk & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Jack M Dunk

Jack M Dunk

Private Wealth Advisor

More about me...

Contact

john.m.dunk@ampf.com

847.244.8400

Designations

CFP®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Marquette University, B.S. in Finance, 1981
CA Insurance #0I00586 AR License #317085

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Garrett Koncan

Garrett Koncan

Financial Advisor

More about me...

Contact

garrett.c.koncan@ampf.com

847.244.8400

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances

Education

Northern Illinois University - DeKalb, Illinois - B.S. Finance, minor Economics

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Melissa Dixon

Melissa Dixon

Financial Advisor

More about me...

Contact

melissa.a.dixon@ampf.com

262.417.7480

Top Areas of Focus

  • Women's Financial Strategies
  • Insurance
  • Retirement Planning Strategies

Education

BA Business and Management and Professional Communications, Alverno College, Milwaukee, WI
CA Insurance #0H58265

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Our Staff

Michelle Klemm

Michelle Klemm

Paraplanner

Emily Bloomquist

Emily Bloomquist

Client Service Manager