Katie Dunning

Paraplanner

Professional Approach and Experience:

Katie handles all aspects of Lance’s business. She is the point person for review meetings, opening accounts, and all service requests. Katie has worked in the Financial industry for 20+ years and prides herself on detail and efficiency. Her experience covers Management, Licensing & Contracting, New Business Processing, Life Insurance, Health insurance, Group, 401k’s, Project Management, and the list goes on! She is currently working toward furthering her credentials and licensing in her profession.


Katie Dunning provides administrative support services only.


Life outside of Business:

Katie believes her faith is one of her strongest qualities. She and her husband have 4 children between them and 4 grandchildren. They have a goat farm and 3 dogs on 30 acres in Bentonville and love the country life! Together, they love boating, hiking, and golfing. Katie is an accomplished chef and is passionate about cooking! She also is a certified yoga instructor.

Katie was raised in Scottsdale, AZ and relocated to NWA in 2018.When they can, they spend time in AZ with their Children and Grandchildren.

(479) 391-7409

Katie Dunning