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Our Firm

We are a full service wealth management firm committed to helping our client family pursue their financial goals. We offer a wide range of financial services to individuals and business owners.  We will coach you in identifying your goals and making informed financial decisions.

Our firm is committed to giving back to the community we live in. Bob Dunlap & Rebecca Gill are both active board members of Prevail. Prevail is a Hamilton County based Non-Profit Organization that provides assistance to victims of domestic violence and other crimes.

We are committed to being a positive influence and addition to our community and will continue to increase our efforts in working alongside our local organizations. Our ultimate goal is to establish a charitable foundation.