Mark Dunn

At our branch, my branch office administrator, Anne Azinheira, and I have partnered together to help our clients achieve their financial goals.

Our purpose is to make a positive difference in our clients' lives. I'm of the belief that you can never stop learning in this career or you may miss things. Due to this thinking, I am a CERTIFIED FINANCIAL PLANNER™, CFP®, certificant. I hold the following designations through the The American College of Financial Services: - Chartered Financial Consultant® (ChFC®) - Chartered Life Underwriter® (CLU®) - Retirement Income Certified Professional® (RICP®) I hold the following designations through the College for Financial Planning: - Accredited Wealth Management Advisor™ (AWMA™) - Accredited Asset Management Specialist™ (AAMS™) - Chartered Retirement Planning Counselor™ (CRPC™) - Chartered Retirement Plan Specialist™ (CRPS™) Additionally, I hold the Certified Exit Planning Advisor, or CEPA®, designation from the Exit Planning Institute, a Certificate in Financial Planning from Pepperdine University and a Certificate in Investment Management Theory & Practice from the Yale School of Management. I love what I do. Every day, we get to help change our clients lives and work towards the lifestyle they desire. Providing financial advice is not a one-size-fits-all business. Every situation is different. Before I can make a recommendation, I need to know what matters most to you, learn your priorities and understand your personal values. This allows me to give the most appropriate advice, guide you through the various stages in life and create strategies to help you achieve your financial goals. One of the rewarding parts is showing the possibilities we can create in your life, or even beyond — such as leaving a legacy for loved ones. This can help you stay focused on your goals. With many clients, it’s like we are planting a tree whose shade they won’t be able to enjoy for decades, but when the time comes, they’re glad they planted that tree long ago. In my free time, I enjoy working on projects around the house. My wife, Julie, and I have a 5-year-old daughter, McKenna, and a 3-year-old daughter, Piper. We enjoy traveling and spending time with family whenever possible. With a spirit of giving back, I donate time and money to local non-profits, as well as volunteer to train financial advisors within Edward Jones.