Broker Check
Michael Dunham CFP®,CPC,QPFC,CRPC

Michael Dunham CFP®,CPC,QPFC,CRPC

President

Michael Dunham is a CERTIFIED FINANCIAL PLANNER  and built his reputation in Oklahoma City providing independent, client-centered fiduciary advisory services. He pioneered the use of 401(k) plans by small businesses in Oklahoma.

Michael holds an MBA Degree in Finance from Oklahoma City University and a Bachelor of Science Degree in Psychology from Oklahoma State University. Michael is a member of the American Society of Pension Actuaries and Professionals. Some of his professional designations include: Certified Pension Consultant (CPC), Certified Financial Planner™ (CFP®), Qualified Pension Administrator (QPA), Qualified Plan Financial Consultant (QPFC) and Chartered Retirement Planning Counselor (CRPC).

Michael and his wife, Susan Guthrie Dunham, enjoy traveling and spending time at their home on Lake Eufaula in eastern Oklahoma. He enjoys virtually all sports and is true to his alma-mater, OSU, and the Oklahoma City Thunder through thick and thin. Michael and Susan’s son Michael Drew Dunham is a 2016 graduate of the University of Oklahoma. After graduation from OU, Drew served as a U.S. Army paratrooper and is now back in Oklahoma City working in the medical device field. The family are members of All Souls Episcopal Church in Oklahoma City.