Abundance... It's all about LOVE.

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.

Thomas brings a unique blend of real-world experience and client-centered purpose to his new role. After spending nearly 20 years as a lineman with Southwestern Bell, he transitioned into the financial services industry in 2010, starting part-time in life insurance and securities. Over the years, he and his wife have shared a passion for financial education—teaching clients how money works and leading Financial Peace University classes at their church.
 
In 2022, Thomas earned his Series 65 and began working as a holistic financial planner, focusing on distribution planning strategies. He is also a Certified Financial Fiduciary, committed to serving clients with integrity and transparency.
 
Outside the office, Thomas and his wife have been married for 22 years and have two children—a daughter studying culinary arts and a son who’s a high school senior—as well as three dogs that keep things lively at home.
 

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.