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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.

Dunlap Wealth Management Group

14074 Trade Center Drive

Suite 110

Fishers, IN 46038

317-770-2266

317-770-3612-Fax

 

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About Dunlap Wealth
Our Associates

Bob Dunlap CLU, President

Wealth Creation

 

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

 

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

 

Gary Zent, CRPS, Retirement Planner

 

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

Kristina Lovitt Team Leader

 

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.

Dawn Doty Director of First Impressions

 

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

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.