Jamie Dunn

Senior Lead Planner

Jamie is a Sr. Lead Planner and holds his CERTIFIED FINANCIAL PLANNER™ designation. Jamie has over 8 years of experience working with clients to help them reach their financial goals. He has a passion for helping clients through the financial planning process and assisting them with their financial plan. Outside of work Jamie enjoys spending time with his wife, daughter, dogs, and cat. His favorite place to vacation is DisneyWorld in Orlando, Florida.

Education: University of California Santa Barbara (BS)

View my professional bio information and my Form ADV Part 2B

“When there are multiple solutions to a problem, choose the simplest one.” - John Bogle

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Get to know Jamie

Proud UCSB Alumnus

I enjoy running through the happiest place on earth.

Phoenix will always be special to me because it is where I met my wife.

 It is on my bucket list to watch a Minnesota Vikings game live.

What's the last book you read?

Sapiens by Yuval Noah Harari

What are you currently watching on Netflix?

The Office

If you could visit anywhere in the world you've never been, where would you go?


If you could be an animal, which would you be?