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Our
Associates
Get to Know the Associates of Dunlap Wealth Management Group. We have assembled a team with the knowledge and skills to
serve your investment and insurance needs. |
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Dunlap Wealth Management Group
14074 Trade Center Drive
Suite 110
Fishers, IN 46038
317-770-2266
317-770-3612-Fax
MAP & DIRECTIONS
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Since
graduating from The Ohio State University in 1984
majoring in accounting, Bob
Dunlap has been working in the investment and insurance
industry. After working for larger companies early in
his career and acquiring a diverse tax background, Bob established Harbour Financial Solutions,
an independent wealth planning firm, in 1998. The firm
enjoyed steady growth before moving and changing its
name to Dunlap Wealth in 2007.
Today, Bob leads a team of diverse professionals who manage
over $35 million in assets for over 150 clients. An
Investment Advisor Representative with Linsco/Private
Ledger, he is licensed to do business in 12 states and
has earned the designation of Chartered Life Underwriter
(CLU).
Bob is active in the Noblesville business community as a
member of the Chamber of Commerce and a local BNI group.
Bob has been married to his wife, Kathleen, for 24 years and
has two children, Colin (18) and Evan (16). He is active
in his church, Our Lady of Grace Catholic Church, and
coaches youth sports.
Contact Bob via email at bob.dunlap@lpl.com. |
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Barbara Fife, CRP
Certified Retirement Planner |
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Barbara is a native Hoosier
originally from Lebanon, Indiana and graduated from IU
Kokomo majoring in Finance and Accounting. She started
in the financial industry in 1986 and holds NASD License
7, 63, and 65. Barbara is also licensed in Life, Health,
Disability and LTC.
Barbara is a Certified
Retirement Planner, CRP™, specializing in retirement
planning for individuals and businesses.
By developing innovative and
customized solutions to help achieve their financial
goals Barbara offers comprehensive advice in assessing a
client’s current situation in risk management,
investment and retirement planning.
Barbara also enjoys bicycling, motorcycling
and water sports with her family on the weekends and is
an active mom in youth
hockey and baseball with her children.
Contact Barbara via email at
barbara.fife@lpl.com
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Gary Zent, CRPS, Retirement
Planner |
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Gary is a graduate of Ball State
University, with a B.S. in Accounting.
He originally became a registered
financial representative in 1991, but
did not pursue a full time career in
investment advising until retiring from
the global purchasing group at Delphi in
mid-2009. He holds FINRA licenses 6, 63
and 65, as well as the Indiana Life,
Health and Accident license. Gary also
holds the CRPS designation (Chartered
Retirement Plan Specialist).
Gary has always kept abreast of the
market and financial strategies since he
not only finds it stimulating, but
necessary. His wisdom and experience
dealing with people on high dollar
projects form a great foundation upon
which to work with businesses as well as
individuals.
Gary and his wife, Monica, live in
Noblesville, have a son and daughter and
six grandchildren. They both enjoy
travelling, reading, riding bikes and
going on walks.
Contact
Gary via email at gary.zent@lpl.com |
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Kristina Lovitt
Team
Leader |
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Kristina has worked for 15 years in insurance and another
17 years in the customer service industry. In 2004 she
received a BS in Business Administration from
Indiana
Wesleyan University.
In 2005 Kristina joined the Dunlap Wealth
team to utilize the skills obtained from her studies in
Business Administration. She has been licensed in
Property & Casualty and Life & Health Insurance since
1996.
Kristina has been married to Richard, a
Carmel
Police Officer, for 17 years. They have two daughters, Kaitie (17) and Kelsey (12).
Contact Kristina via email at kristina.lovitt@lpl.com. |
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Dawn
Doty Director of First Impressions |
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Dawn has worked for over
14 years in various business positions. She received
an Associates Degree in Business Management from
State Tech of Memphis in Tennessee. She was a Human
Resources Specialist for 12 years where she helped
employees of the company enroll in and understand
the insurance and retirement benefits offered by
American President Lines.
After working at her
previous employer for 12 years, she made a decision
to stay home and raise her children. She decided to
return to the workforce and joined Dunlap Wealth in November 2006.
She is originally from
Memphis, Tennessee. Dawn and her family, transferred
to Indiana in 1995. She has been married to husband,
David for 21 years. They have three lovely children,
Trey (17), Shelby (11), and Payton (7).
Contact Dawn via email
at dawn.doty@lpl.com |
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Securities
offered through LPL Financial Member
FINRA/SIPC
and An Investment Advisor.
The
LPL Financial registered representatives
associated with this site may only discuss and/or
transact securities business with residents of the
following states: Indiana, Ohio, Michigan, Illinois,
Tennessee, Georgia, Arizona, Oregon, Wisconsin, Texas, California, Florida,
Virginia, North Carolina and South Carolina. |
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