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@monetagroup.com
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2 phones found area 720
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Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm is listed as Partner at Moneta Group | Multi Family Office Estate, Tax, Investment, and Philanthropic Planning at Moneta Group, a company with 345 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at monetagroup.com, phone signal with area code 720, and a matched LinkedIn profile for Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm previously worked as Partner | Family Office Advisor | Private Wealth, Tax, and Estate Advisor at Moneta Group and Founder | Partner at Dunston Financial Group (Merged W/ Moneta). Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm holds Th.M., Earned Post-Graduate Degree With Research In Classics, History, Politics, Ethics, And Philosophy from Harvard University.
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AeroLeads found 1 current-domain work email signal for Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm. Compare company email patterns before reaching out.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm is a Partner at Moneta Group | Multi Family Office Estate, Tax, Investment, and Philanthropic Planning at Moneta Group. They possess expertise in management, finance, leadership, wealth management, retirement planning and 4 more skills. They is proficient in Greek, Ancient (to 1453), Hebrew and German.
Listed skills include Management, Finance, Leadership, Wealth Management, and 5 others.
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A career timeline built from the work history available for this profile.
Denver
Moneta is a fee-only, partner-owned wealth advisory firm. We help successful individuals, families, and business owners accomplish strategic goals through the effective management of their financial resources. We do this by providing family office and multi-family office solutions, including tax, estate, charitable, private capital, and bespoke wealth.
1624 Market Street, Ste. 202, Denver, CO 80202
Dunston Financial Group is an independent, fee-only wealth management and financial planning firm. We help individuals, families, and businesses accomplish strategic goals through the effective management of financial resources. This may mean funding a child’s education, putting in place a sound retirement strategy, establishing a deferred compensation.
Denver, Colorado, United States
Mountain bike ride leader to assist urban youth in creating a greater awareness and appreciation of mountain bike riding and the greater outdoors.
Louisville, KY
Marketing Director and contract consultant for $400 million dollar non-profit government trust fund. Successfully recruited new agencies into the plan resulting in tens of millions of dollars of new accountsWorked in an entrepreneurial capacity to consistently meet the Board’s goals for new plan enrollments and client satisfaction Acted as the sole liaison.
Denver, CO
Co-founded and developed successful wealth management firm that served more than 300 high-net-worth clientsCreated comprehensive fee-based estate and business-continuation plans that addressed clients’ retirement, estate, tax, and business-continuation needsMet exam, ethics, education, and experience requirements to become a Certified Financial Planner™.
Denver, CO
Created comprehensive financial plans utilizing CFP Board of Standards process Qualified three consecutive years for NEF's prestigious Leader’s Association for top financial advisorsTrained thousands of employees and teachers on their state-sponsored retirement benefits by means of individual and group presentations Demonstrated leadership by recruiting.
Greenwood Village, CO
Oversaw the second highest revenue producing team in the companyCreated and monitored multi-million dollar departmental budget Managed 7-12 employees who oversaw the company’s self-directed retirement plans business Developed and implemented staff training; oversaw hiring and termination; managed employee performance review process (including compensation.
Other employees you can reach at monetagroup.com. View company contacts for 345 employees →
Nic Perez Mba, Cfp®
Colleague at Moneta Group
St Louis, Missouri, United States, United States
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Alexander Faught, Cfa, Cfp®
Colleague at Moneta Group
St Louis, Missouri, United States, United States
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CH
Cameryn Hankammer, Cpa
Colleague at Moneta Group
Greater St. Louis, United States
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GV
Georgios Vanfleet
Colleague at Moneta Group
St Louis, Missouri, United States, United States
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MI
Meondra Irons, Mba
Colleague at Moneta Group
Greater St. Louis, United States
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CM
Chris Moore
Colleague at Moneta Group
Greater St. Louis, United States
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LG
Luke Galloway
Colleague at Moneta Group
Greater St. Louis, United States
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AF
Augusta Frederici
Colleague at Moneta Group
Contact Info, United States
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BH
Brian Hires, Cfp® Awma®
Colleague at Moneta Group
Greater St. Louis, United States
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GM
Gene M. Diederich, Cpa, Cfp®
Colleague at Moneta Group
St Louis, Missouri, United States, United States
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Studied politics, history, philosophy, classics, and social entrepreneurship at the Harvard Kennedy School of Government and Public.
Activities and Societies: Phi Alpha Chi Honor Society
Quick answers generated from the profile data available on this page.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm works for Moneta Group.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm is listed as Partner at Moneta Group | Multi Family Office Estate, Tax, Investment, and Philanthropic Planning at Moneta Group.
AeroLeads has found 1 work email signal at @monetagroup.com for Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm at Moneta Group.
AeroLeads has found 2 phone signal(s) with area code 720 for Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm at Moneta Group.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm is based in Denver, Colorado, United States while working with Moneta Group.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm has worked for Moneta Group, Dunston Financial Group (Merged W/ Moneta), Trips For Kids National, Housing Agency Retirement Trust (Hart), and Madison Financial Partners, Llc.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm's colleagues at Moneta Group include Nic Perez Mba, Cfp®, Alexander Faught, Cfa, Cfp®, Cameryn Hankammer, Cpa, Georgios Vanfleet, and Meondra Irons, Mba.
You can use AeroLeads to view verified contact signals for Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm at Moneta Group, including work email, phone, and LinkedIn data when available.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm holds Th.M., Earned Post-Graduate Degree With Research In Classics, History, Politics, Ethics, And Philosophy from Harvard University.
Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm is listed with skills including Management, Finance, Leadership, Wealth Management, Retirement Planning, Mutual Funds, Retirement, and Estate Planning.
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