Broker Check

Paraplanning Team

Macy Dunegan, CFP®

Macy started her career in the retirement plan space, specializing in government and public employees. She is passionate about partnering with advisors to confidently present and implement planning with their clients. One of her favorite challenges in the planner role is building creative solutions when software presents limitations, fostering complex illustrations of cash flow, estate, or tax planning concepts.

She has used her background to help much of her community, especially those in the public sector. This focus might have come in handy to extricate herself from a speeding ticket a few years ago. The officer released her with a warning when she shared that she helped administer his retirement plan for the county! This rivals another great accomplishment of her past: winning a donut eating contest at age 17. She has since retired from eating contests, but could be convinced if the right situation presents itself. Macy is a proud Texas Longhorn and a CFP® certificant.

Lindsey Cole, MSFP

After graduating with her master’s degree in financial planning, Lindsey began as a director of financial planning, working side by side with advisors within an independent RIA, whose primary focus was business exit and estate planning. As part of the Kestra Planning Group, she finds the most compelling aspect of her role is the ability to work with advisors to bring their planning practice to the next level. Whether it be advisors who want to start planning for the first time, or tenured planners who want to focus deeply on niche planning, Lindsay enjoys helping advisors find the most impactful pillars of planning for their businesses. She favors planning focused on contingency and sale of businesses but can’t help but love all planning topics.

She is originally from a tiny town in West Texas called Floydada, the self-proclaimed “punkin” capital of the world. Many in this small town don’t realize that “pumpkin” is both spelled and pronounced incorrectly by the rest of the world until they are well into early adulthood. Lindsey counts herself as one of the fortunate townsfolk who still secretly holds “punkin” as the most appropriate term for the fall harvest vegetable. Lindsey is a CFP® candidate.

Larry Crickenberger, JD, CFP®

Larry is an alumnus of University of Virginia and New England Law School in Boston, MA. He graduated cum laude with a Juris Doctorate degree and practiced law in Washington, DC, and Alexandria for over 17 years. His practice was concentrated in the areas of Real Estate, Bankruptcy, Business Planning, Trust and Estates. He served as an Administrative Law Judge in the Commonwealth of Virginia and currently is a member of the Virginia Bar. In 1994, he moved to San Francisco, CA, and transitioned to the financial services industry, working with American Express Financial Advisors, Fidelity Investments, and Silicon Valley Bank as an advisor or planner before joining the Kestra Planning Group.

His community involvement spans organizations concerned with health care, hunger, wildlife, the environment, and LGBT rights. He is currently the President of the Board of Directors of Emergency USA, the US affiliate of Emergency, an Italian NGO that provides free, high-quality care to people affected by conflict and poverty. Larry has only historically housed cats that are psychic. Not that he discriminates. It is undetermined whether the cat foresaw his guardianship and acted or if there is a planetary pull.