Who We Are
Greg Dunne, CFP®, Investment Advisor Representative
Grew up in Raleigh and graduated from NCSU with a B.S. degree in Materials Science and Engineering. Greg spent 20+ years in the semiconductor industry prior to transitioning to financial planning. Greg moved back to Raleigh in 2016 after spending >10 years at General Electric's R&D center in upstate NY. He attained CFP® certification in Dec. 2020.
Mike Dunne, Investment Advisor Representative
A resident of North Carolina for over 30 years. Mike was born and raised in Houston, Texas and in 1964 graduated with a business degree from the University of Texas. His professional designations are Chartered Financial Consultant and Charter Life Underwriter. Hobbies include bike touring, walking, reading, and hanging out at NCSU sporting events.