In addition to being a Certified Financial Planner TM professional, Mr. Lund is a General Securities Registered Representative (Series 7), a Registered Investment Advisors Agent (Series 66), and a licensed insurance agent. This is important because it allows him to be truly client centric as he is able to be engaged and compensated in whichever manner is most suitable for a specific client.

Mr. Lund graduated from the University of Missouri Columbia in 1990 with a degree in Economics. After working in retail banking for several years, he became a financial services consultant in 1997, and assisted 150+ community bank Presidents throughout Missouri and Illinois, with developing their retail delivery strategies and systems. In 2001 Mr. Lund launched a Money Concepts financial planning center, to provide independent financial planning services to area business owners and professionals. In 2007, after graduating from the College for Financial Planning, Mr. Lund became a Certified Financial PlannerTM professional.

Dana began her career with Money Concepts in 2007 after 15 years working in banking.  She assists Larry in operations, ensuring that your information is up to date and questions are addressed in a timely manner.