Broker Check

Team

 

Since graduating from The Ohio State University in 1984 majoring in accounting, Bob Dunlap has been working in the investment and insurance industry. After working for larger companies early in his career and acquiring a diverse tax...

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Rebecca Gill

Chief Operations Officer

317-770-2266

317-770-3612

Rebecca started her career in public accounting in 1992. After spending two years with a CPA firm in Indianapolis and five years in Chicago, Rebecca left the practice of public accounting and applied that experience and knowledge to a...

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Gary Zent

LPL Financial Planner

317-770-2266

317-770-3612

Gary is a graduate of Ball State University, with a B.S. in Accounting, and became an investment advisor representative in 1994. He specializes in small business retirement plans as well as helping people who are getting closer to...

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Joel started his career in financial planning at A.G. Edwards in 2006. Joel decided to leave the large Wall Street firm mentality and go independent to start Summit Financial and Insurance in 2010. After going through two broker dealer...

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Kristina Lovitt

Operational Team Leader

317-770-2266

317-770-3612

As Operational Team Leader, Kristina’s attention to detail, problem solving skills and her organized nature contribute to her providing our client family with an optimal client experience at Dunlap Gill Wealth Management Group....

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Dawn Doty

Client Services Associate

317-770-2266

317-770-3612

Dawn has worked for over 20 years in various business positions including payroll, Human Resources and customer service. She received an Associate’s Degree in Business Management from State Tech of Memphis in Tennessee. She was a Human...

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