Professional Story:

Byron Dunlap has an outstanding record in developing investment strategies for his clients. Byron attended the University of Virginia on a wrestling scholarship. He graduated with a bachelor’s degree in Economics with a focus on Financial Markets. After graduation, he continued his education in the investment field becoming a licensed Financial Advisor and successfully attaining his designation as a Chartered Federal Employee Benefits Consultant. In this role, Byron’s focus is providing financial education and guidance to federal employees around the country (in the jurisdictions where he is licensed). He coordinates their benefits with financial planning, and helps them navigate the path to achieving their financial goals.

Qualifications:

• Investment Advisor Representative – MML Investors Services, LLC
• Registered Representative – MML Investors Services, LLC
• BA – University of Virginia
• FINRA Series 6, 62, 63, 65
• Chartered Federal Employee Benefit Consultant designation

Professional Specialties:

• Education of federal employees
• Wealth Management and Preservation to help manage market changes and achieve financial objectives
• Retirement Income Planning Strategies to help clients to financial independence
• Estate Planning to help transition wealth from generation to generation
• Charitable Planning Concepts and Solutions

Personal:

• Lives in York, PA with his wife Stephanie and four children Ethan, Cole, Adalynn and Logan.
• Youth Wrestling Coach at Dallastown School District.
• Hobbies include golfing, running, biking and the outdoors.