Broker Check
Macy Dunegan, CFP®

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.