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 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.


Advisors

Jack M Dunk

Jack M Dunk

Private Wealth Advisor

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Garrett Koncan

Garrett Koncan

Financial Advisor

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Melissa Dixon

Melissa Dixon

Financial Advisor

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Mark Harms

Mark Harms

Financial Advisor

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Team

Michele Klemm

Michele Klemm

Paraplanner

Shaunna Tayfel

Shaunna Tayfel

Client Service Manager