Up first in our ‘Meet The Expert’ series is our Vice President of Advice, Damian Dunn, a certified financial planner, CFPTM. He is from Northern Indiana and currently lives and works there. Dunn has worked for Your Money Line since 2018.
Question: What got you interested in personal finance and coaching?
Answer: That’s a long story. The short version is that I had been searching for a meaningful way to work with people regardless of their financial circumstances. That can be a daunting task in the traditional financial industry. YML allows everyone on the FG Team to work with whoever contacts us with barriers to access.
Q: Do you have any pets?
A: 2 dogs, 3 cats. All rescues in one way or another.
Q: What do you love about being a Financial Guide?
A: I love knowing we’re making a difference in people's lives who may not have otherwise sought out financial guidance. We have the privilege to answer people’s questions every day while not worrying about making a sale.
Q: What’s your favorite financial topic to discuss/help people with?
A: Big-picture planning is amazing. For example, today you’re here, but you want to be there in 10 years. What do we need to do in order to make that a reality? What might derail you? How can we help keep you on track?
Q: If you gave a 10-minute Ted Talk today what would it be about?
A: A brief summary of the life of a swim dad.
Q: Share a moment with a participant that impacted you.
A: I had the privilege of helping a newly widowed participant rebuild her financial life from the ground up. Organization, planning, execution. The whole thing. It was incredibly rewarding.
Q: What’s a hobby that brings you joy?
A: Car shopping with my son. Will we ever buy a “fun” car? Neither of us knows, but we enjoy the time spent together looking for (and often test driving) our next “car”.