Shunk Financial Group
The Shunk Financial Group is a leading multi-generational wealth management firm whose mission is to help clients discover what’s possible. With the right financial plan, we aim to remove the noise for our clients so they can focus on the things that matter most: their faith, family, friends, and people in need. Our process is simple – we seek to understand your vision, your values, and your goals. We highlight potential challenges and predictable risks for achieving that vision. We then deploy customized strategies, tactics, and tools to give you the financial confidence you deserve.
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Verified contacts
5
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BS
Brent Shunk
Wealth Management Advisor, Cfp, Clu,chfc · Finance & Accounting
EmailPhone - DH
Dylan Harkins
Investment Operations Specialist · Finance & Accounting
EmailPhone - SI
Sarah Irwin
Farmhand · Operations
EmailPhone - SC
Sidney Cox
Investment Analyst · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Shunk Financial Group
5 distinct titles indexed · top 5 shown.
- 1executive assistant
- 1farmhand
- 1investment analyst
- 1investment operations specialist
- 1wealth management advisor, cfp, clu,chfc
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