Kyle Dunn

Background

About Kyle Dunn

I have a history of discovering my clients’ financial needs and helping them make prudent financial decisions for the near- and long-term. My ability to understand and guide clients on a path toward financial security and my unwavering client focus has allowed me to become a member of Modern Wealth Management. Kyle arrived at Beltz Ianni & Associates (now Modern Wealth Management) after serving as a financial advisor at MassMutual. As he works our of our Rochester, New York office, Kyle is excited about the broader range of services that Modern Wealth will be able to provide clients, including tax and estate planning and a deeper bench for investment management. Kyle and his wife, Sonya Ellis-Dunn, have two dogs. Kyle’s favorite hobbies include golfing, boating, playing guitar and skiing. Prior to joining Beltz Ianni, I spent 7 years as a financial service professional with the MassMutual Financial Group. I received a Bachelor of Arts degree in economics and business strategies from the University of Rochester and I am a member of the University’s George Eastman Circle.