David "Mick" Dunning, CFP®
David "Mick" Dunning is a CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience helping individuals and families navigate important financial decisions. He specializes in financial planning, investment management, retirement planning, and wealth preservation, providing personalized guidance tailored to each client's goals and needs.
Mick earned his Bachelor's degree in Finance, with a minor in Economics, from SUNY Fredonia. His career in financial services spans more than 23 years, including 13 years in banking and the past 10 years as an investment advisor. During his banking career, he worked in Compliance and Treasury roles with local community banks, developing expertise in financial operations, risk management, and regulatory oversight.
Mick believes successful financial planning starts with understanding what matters most to each client. His approach is centered on building long-term relationships through trust, transparency, and personalized service.
Mick lives in Fredonia, New York, with his wife, Cady, and their two daughters, Charlotte and Isla. Outside of work, he enjoys playing golf and spending time with his family, especially watching Charlotte and Isla participate in their sports and activities.
Mick's mission is simple: to help clients make informed financial decisions today while building confidence for tomorrow.