Charlie Dunn

Mr. Charles B.
Dunn is a Chief Executive Officer & Managing Partner at Intergy Private Wealth LLC.
In 2021, he co-founded Intergy Private Wealth, an independent registered investment adviser created to help successful individuals, families, and foundations simplify the complexity of managing, growing, and protecting their wealth.
He has worked with Mark since 2016, when they founded their own advisory team at Northwestern Mutual, where he had worked since 2009, developing disciplined strategies for investment portfolios, as well as comprehensive financial strategies, with a focus on distribution planning and long-term tax mitigation.
He received his bachelor’s degree from Illinois State University.
He is a Certified Financial Planner professional and a Retirement Income Certified Professional.