Dunston Financial Group Featured In Chicago Life on How to Prepare for Retirement

Dunston Financial Group Featured In Chicago Life on How to Prepare for Retirement

  At Dunston Financial Group, we work with pre-retirees and retirees on a daily basis. If you’re preparing for retirement, here’s a really helpful article from Tom Groenfeldt, writing on behalf of Chicago Life Magazine, that features some of our own thoughts from the team here at Dunston Financial Group. This is a digital magazine, and you’ll find the article on pages 34-35....

Dunston Financial Group Welcomes Stephanie McElheny, CFP®, ChSNC®, EA to the Team

Stephanie McElheny, CFP®, ChSNC®, EA  Director of Financial Planning Dunston Financial Group would like to welcome Stephanie McElheny to the team! A Certified Financial Planner™ professional with more than seven years of industry experience, Stephanie is passionate about identifying opportunities and implementing comprehensive financial planning solutions for both individuals and businesses. As a Chartered Special Needs Consultant™ and an Enrolled Agent, Stephanie’s specific expertise includes special needs planning as well as individual and business taxation. Prior to joining Dunston Financial Group, Stephanie was the Manager of Financial Planning, and an Assistant Vice President, at PNC Investments. She led a team of 13 professionals who provided financial planning services and solutions to more than 750 advisors across the country. Previously, Stephanie acted as both the Assistant Director of Financial Planning and a Registered Investment Advisor for Hefren-Tillotson, a mid-size wealth management firm. During her tenure with Hefren, Stephanie was responsible for reviewing and auditing financial plans for accuracy and completeness as well as acting as a lead content creator for the blog, newsletter, and radio spots. A Pittsburgh native, Stephanie served as President and Symposium Chair of the Pittsburgh chapter of the Financial Planning Association (FPA), among other roles. She also spent time on the pro-bono committee, offering financial literacy education to seniors, veterans, and underprivileged families. Outside of work, Stephanie enjoys spending time with her husband, Steve, and their dog, Myron. She is an outdoor enthusiast who loves hiking, camping, cycling, and snowboarding. Stephanie also takes great pride in cheering on her hometown sports teams and alma mater – the Pittsburgh Steelers, Penguins, and Pirates and the Penn State...
New Additions to the Dunston Financial Group Team

New Additions to the Dunston Financial Group Team

  Ryan Bowman, CFP® Associate Wealth Planner With more than five years of experience helping individuals, families, and business owners with their unique financial planning needs, Ryan thrives on creating customized financial plans that help clients meet their financial objectives. Ryan strives to develop strong, trusting relationships with every client he serves, and he views every relationship as an opportunity to serve. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Ryan is a graduate of the University of Missouri, St. Louis, and holds a BSBA in Finance. During college, Ryan worked as a research/planning intern at a small registered investment advisory firm, and he developed a passion for personal financial planning. Ryan later went on to become a key team member for an investment advisory firm that managed more than $16 billion in client assets. Prior to college, Ryan served four years in the U.S. Army as an Infantryman. Serving two deployments in Iraq, Ryan earned the Combat Infantryman Badge. Because of his service in the U.S. military, Ryan is passionate about working with military and veteran families. Ryan loves spending time with his wife, Stephanie, and their pets: Blue (dog) and Buttons (cat).  Ryan also likes the outdoors, and especially enjoys skiing, hiking, and cycling. He is an avid St. Louis Blues fan and, like all native St. Louisans, he enjoys Cardinal’s baseball. Ryan is also a free agent football fan (former St. Louis Rams’ fan) and is excited to now live in Broncos Country. Rosanna Sabian Administrative Assistant Rosanna brings 10 years of business administration experience to the Dunston Financial Group team. Prior to her move...
Moving to Be Near the Kids in Retirement: Dunston Financial Group in Kiplinger Magazine

Moving to Be Near the Kids in Retirement: Dunston Financial Group in Kiplinger Magazine

“The majority of retirees don’t have to move to get more face time with adult children: More than 50% of older households live within 10 miles of at least one child, according to the Health and Retirement Study, sponsored by the National Institute on Aging. But for those who live farther away, the arguments for and against moving closer to them can be equally persuasive.” Read...