My mission is to establish life long client relationships by providing high quality service and exceeding expectations with strategies that seek to help enhance net worth, protect your family, offer security, and inspire prosperity in your business and personal financial endeavors. Wealth accumulation and estate preservation includes coordinating financial planning with CPAs, Attorney's, and insurance professionals. I believe the team approach is essential to your wealth accumulation and preservation.Individuals who benefit most from my experience are those interested in a coach to help them invest wisely, save income and estate taxes, and help coordinate all aspects of their financial life. As life, laws, financial situations and conditions change, I work alongside my client family offering professional guidance to work towards their goals and objectives.I started my career in public accounting in 1992. After spending two years with a CPA firm in Indianapolis and five years in Chicago, I left the accounting practice and applied that experience and knowledge to a career in planning based money management. In 1999 I joined Whitinger & Company, CPAs as a practice developer and led their financial planning division. I started my own practice in 2004 in the state of Utah as an investment advisor representative. In 2013 I partnered with a long time wealth manager in the Indianapolis area to form Dunlap Gill Wealth Management Group and continue to maintain an elite client base through out the U.S. Securities offered through LPL Financial - Member FINRA/SIPC. See hyperlinks to FINRA/SIPC in contact information above.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IN, KY, MA, MI, MO, MT, NC, NV, NY, OH, OR, PA, SC, TN, UT, VA.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.