Broker Check

Experience

A financial advisor should be your planning partner, working to understand your current situation, help define your future goals and ambitions, and prepare specific solutions that benefit you, your business, and your family.

A Registered Representative and Investment Advisor Representative with Kestra Financial, Inc., Tom Dunn brings his clients the resouces of one of the leading independent broker dealers in the nation. Our teamwork provides innovative planning and objective product selection, resulting in investment management and wealth building opportunities designed for each client's specific needs.

Risk management strategies should be the foundation of a financial plan. As a licensed life insurance, annuity, and health insurance broker, Tom works with clients to determine needs, review current coverage, and assist in choosing among highly-rated companies for long term care, life, and disability insurance. Our independent objectivity assures product choice and unbiased recommendations.

Competitive employee benefit plans help employers attract and retain key people. Tom's experience and network of partners in the group health benefits and retirement planning fields bring quality choices to employers seeking superior results. We assist business owners and benefits managers with today's complex environment, including employee communication and plan compliance.