Brent T Dunn CFP Crosspoint Wealth Advisors, LLC

Brent T. Dunn, CFP®

Brent is a Senior Advisor and owner of Crosspoint Wealth Advisors, LLC. 

Brent is passionate about helping individuals and families manage their wealth well and to help them gain confidence and contentment about their finances. Brent’s experience allows him to skillfully integrate investment management, financial planning, estate planning, and charitable planning, helping individuals to improve their own financial position, improve their estate plan, give more to their favorite charities and to possibly reduce taxes during life and at death. Brent is also dedicated to helping faith-based individuals better integrate their faith with their finances.   

Brent T. Dunn graduated from Indiana University in 1980 with a degree in Finance. He earned his CERTIFIED FINANCIAL PLANNERTM certification in 1985. Between 1990 and 2002, Brent was a Senior Consultant with Renaissance, a firm specializing in charitable trusts and foundations. During this period Brent helped financial planners, estate planning attorneys, and other professional advisors design and implement over 1,000 charitable trusts and other charitable planning tools, improving their clients’ financial plans and estate plans.   

In 2011 Brent organized Planning Success with Significance LLC, to help local ministries and charitable organizations educate their boards of directors, development staff, and other supporters of the organizations learn about the power of giving non-cash gifts and of strategically  integrating their financial plans, estate plans, and charitable plans.

Brent is an active member of Kingdom Advisors, leading Kingdom Advisor Study Groups and coordinating educational events for the professional advisory community. Brent and his family are active in their church and other community organizations in Fishers Indiana.