Jack M Dunk & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jack M Dunk

Jack M Dunk

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jack M Dunk's website
Garrett Koncan

Garrett Koncan

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Melissa Dixon

Melissa Dixon

Financial Advisor

Vice President
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Team

Michelle Klemm

Michelle Klemm

Paraplanner

Emily Bloomquist

Emily Bloomquist

Client Service Manager