Skip to main content

Our financial advice team


Garrett Koncan

Garrett Koncan

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Jack M Dunk & Associates
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Interests

- Spending time with family

- Golf

- Fishing

- Community Involvement

- Chicago professional sports

Community participation

o Gurnee Rotary,

  • Vocational Chair
  • New Voluenteer of the Year

o Gurnee Chamber of Commerce, Treasurer

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

to receive my newsletters and other financial and market information