Thad R. Dunn, CFP®VICE PRESIDENT, CO-HEAD OF OFFICE
Thad R. Dunn advises clients on all facets of financial planning, helping them chart a course for lifetime wealth creation at the Fort Collins office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
He began his investment career in 1999 with Charles Schwab & Company after working for United Airlines and joined what is now Goldman Sachs Personal Financial Management in 2001.
Thad studied Music Performance at the University of Northern Colorado, Professional Aviation at Metropolitan State College and Finance at Regis University. He has also earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College for Financial Planning.
Thad spends his free time with his wife, Dakota, and their three children, actively participating in various music, scouting and athletic groups. Thad is also an avid drummer and enjoys camping and fly fishing.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.