Michael Dunn

18. 09. 04
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Michael Dunn

Michael joined Crosspoint Wealth Advisors in January of 2018 and serves in the role of Associate Planner.

Michael graduated from Indiana University in 2012 with a bachelor's degree in Management from the School of Public and Environmental Affairs. Prior to joining Crosspoint Wealth Advisors, Michael worked for Coca-Cola Refreshments and Charles Schwab. During his time at Charles Schwab, Michael passed his FINRA Series 7, Series 63, and Series 66 registration exams and worked in a number of different specialized departments.

Michael is passionate about helping individuals and families gain clarity, confidence, and contentment in their financial future. At CWA, Michael assists in the analysis and maintenance of clients' investment portfolios, works alongside Senior Advisors to develop financial plans, and helps with overall practice management.

Michael resides in Lawrence, Indiana with his wife. He enjoys spending time with his family and friends, and his favorite hobbies are playing basketball, playing ping pong, and cheering on his beloved Hoosiers!