After graduating from the College of the Holy Cross in 2004 with a degree in Economics, Tim headed down a financial path and never looked back. With over 18 years of experience as both a manager and financial planner, Tim is well-versed in successfully strategizing to align with his client’s interests. As a Partner at LSFG's office in Oakbrook, Tim provides individualized attention to his client and the advisors on his team. He prides himself on bringing passion, integrity, and trustworthiness to everything he does. His clients and advisors are no exception- caring for their needs at all times remains his top priority. Having a family of his own, Tim emphasizes the importance of creating a sound road map to secure the entire family's future. Tim is thorough in all the financial planning stages from creating a solid foundation to adjusting them accordingly and reviewing them consistently over time. His primary area of financial focus includes Comprehensive Financial Planning, Retirement Distribution Planning, Foundational Financial Planning, Investment Planning, and Insurance.
Tim currently lives in Glen Ellyn, IL with his wife Monica, sons Timmy and Kieran, and their Old English Bulldog, Kane. In his spare time, this family man can be found playing the course, cooking, and traveling.
Tim Dunneback is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Illinois, Florida, California, Missouri, and Wisconsin. Tim is insurance licensed in Illinois. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.