Thad R. Dunn, CFP®, AIF®

Managing Principal

Thad advises clients on all facets of financial planning, helping them chart a course for lifetime wealth creation.

Thad’s experience in the financial services industry runs deep with over 20 years of experience serving clients in the Colorado Front Range. Prior to founding Epoch Financial Group, he was Vice President and Head of the Fort Collins Region for Goldman Sachs financial management. Previous to that, he was a General Securities Principal with Cetera Advisors Network. He also served as a Managing Director with United Capital Financial Advisors where he provided private wealth counseling, strategic financial planning, estate planning, corporate retirement benefits consulting and multiple facets of investment management and financial advisory services for multiple clients including both institutions and non-profits. Previous to that he was a General Securities Principal with Girard and prior to that he cofounded his own firm, DunnHogarty Investment Consulting where he was an advisor and managing partner for nearly 7 years. Thad also served as a Financial advisor for UBS Wealth Management and began his investment career in 1999 with Charles Schwab & Company as a registered representative.

Mr. Dunn studied Music Performance at the University of Northern Colorado, Professional Aviation at Metropolitan State College and Finance at Regis University. He earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College for Financial Planning and holds his Series 7, 24, 63 and 65 licenses. Mr. Dunn is also licensed as an insurance agent in the State of Colorado to sell accident, health, life, variable life insurance, variable annuities and long-term care.

Thad spends his free time with his wife, Dakota, and their three children. He is an avid outdoorsman and enjoys camping, fishing scouting and other athlete events. He also enjoys playing the drums and actively takes part in various music events.

Phone 970-484-8806