Who We Are

Lynn M. Dunston, CFP® | Founder & Senior Wealth Planner

BACKGROUND

With more than 18 years of experience in the investment and financial planning industry, Lynn is passionate about helping families, professionals, and business owners accomplish their financial objectives. With more than a decade of experience in academia and, as a graduate of Harvard University, Lynn brings a rigorous, research-driven approach to the field of financial planning and investment management.

Prior to founding Dunston Financial Group, Lynn was a partner with Madison Financial Partners, where he specialized in providing private wealth management and financial planning services to successful family owned businesses and executives. Lynn also spent five years as director for a $300 million retirement trust fund in Louisville, KY. With a diverse background in investments, Lynn has significant expertise in helping clients with real estate and other non-traditional investment strategies. As an Enrolled Agent candidate, Lynn also enjoys helping clients with tax planning and the complexities of retirement withdrawal planning.

Outside of work, Lynn enjoys spending time with his three-year-old daughter and his wife, Natalie. Lynn also loves the outdoors, and he enjoys ultra-marathon trail running, mountain biking, and road cycling. Giving back to the community is also important. Lynn has served as a board member for the non-profit, Smart Girl, Inc., an organization committed to helping young girls make smart choices. Lynn also regularly serves underprivileged youth by taking them on mountain bike rides for the non-profit organization Trips for Kids Denver/Boulder.

Erin L. Hadary, MBA, CFP® | Partner & Senior Wealth Planner

BACKGROUND

Erin Hadary is a seasoned business professional with over 15 years of experience in comprehensive wealth management and finance. She has expertise in raising capital, leading investor relations, managing both individual and institutional investment portfolios and philanthropic advising. Erin enjoys helping clients make sound financial decisions and is committed to the client’s best interest and helping clients find purpose and clarity in their financial lives.

Erin is a Certified Financial Planner™, and currently a candidate for the Chartered Advisor in Philanthropy® designation. Erin is a member of the Financial Planning Association, and Colorado Planned Giving Round Table.

Prior to becoming a Certified Financial Planner™, Erin served as Director of Foundations and Corporate Relations for Emory & Henry College.  Previously, she worked as the Director of Investor Relations for SoFi, in San Francisco overseeing private placements. She also spent 5 years in private wealth management as a Registered Investment Advisor for Raymond James Financial Services working with individual clients and private family foundations.

Stoyan Panayotov, MBA, CFA | Chief Investment Officer

BACKGROUND

Native to Bulgaria, Stoyan Panayotov is a seasoned investment officer. As a child, he was raised with strong family values and big dreams. In 2002, Stoyan came to the United States to study in New York, where he earned his MBA. In 2004, Stoyan completed his Master’s Degree in Finance, graduating at the top of his class and, in 2006, he earned his Chartered Financial Analyst (CFA) designation. The CFA charter is an investment credential that, for more than 60 years, has been the global standard for embodying the integrity, dedication, and advanced skills needed to build a stronger, more accountable financial industry. No credential is as widely respected for its focus on current investment expertise and performing in the client’s best interest.

Prior to joining Dunston Financial Group as Chief Investment Officer, Stoyan worked in fixed income & municipal bonds trading at Deutsche Bank, equity and equity derivatives trading with Wells Fargo, and investment banking finance with Credit Suisse. Stoyan has spent more than a decade on wall street, where he learned the ropes of the financial industry and investing. Stoyan has extensive experience in risk management, equity, and fixed income markets.

 

Cyndi Hackett | Executive Assistant

BACKGROUND

Cyndi brings 20 years of business administration experience to the team.  Her ability to personally connect with clients and team members makes her an essential asset to the company.  Since joining Dunston Financial Group, Cyndi has focused her expertise on creating and organizing operational systems. Prior to joining our team, Cyndi provided project management, financial oversight in both legal and commercial real estate businesses. 

When Cyndi is not in the office, you can find her exploring, identifying and protecting native plants on the Colorado front range.  Cyndi enjoys studying botany, holds a Medical Herbalism certification from the Colorado School of Clinical Herbalism and is a member of the American Herbalist Guild.

Jetson | Chief of Staff

BACKGROUND

Jetson joined our team in March 2017 to handle day-to-day management of team morale.  He routinely contributes to the company’s success by listening attentively to his team members and creating win-win solutions to keep his whole pack on task.  Prior to joining Dunston Financial Group, Jetson was at the Colorado Retriever Rescue, overseeing a pack of hound dogs from various backgrounds seeking a forever home.   He is missing his left ear after being bullied by an older dog when he was just a puppy and believes all people need a little comfort when dealing with difficult circumstances.  When he is not at the office, Jetson enjoys practicing yoga, swimming and hiking in the mountains.