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 in the banking industry, where she honed her skills in customer service and financial management. As a key member of the operations team, she collaborates closely with Larry to ensure that client information is always accurate and up to date. Dana takes pride in addressing inquiries swiftly and ensuring clients receive the support they need. Her extensive experience in banking allows her to provide valuable insights and solutions, enhancing the overall client experience. Whether it’s updating account details or resolving issues, Dana is dedicated to ensuring that every client feels informed and supported.