Thad R. Dunn, CFP®MANAGING DIRECTOR
Thad R. Dunn has been with the team since 2001. He is Managing Director of the firm. He concentrates on individual wealth counseling. He has studied music performance at the University of Northern Colorado, professional aviation at Metropolitan State College and finance at Regis University, with an additional certification as a Certified Financial Planner (CFP®) from the College of Financial Planning. He began his investment career in 1999 with Charles Schwab & Company after working for United Airlines. He actively participates in various children’s music, scouting and athletic groups. Thad is an accomplished drummer and enjoys camping and fly fishing. He has been married to Dakota since 1997. His free time is spent with his wife and their three children.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.