Kyle Dunn

Kyle Dunn, CLU, ChFC, is an experienced financial professional currently serving as Managing Director and Executive Financial Advisor at Modern Wealth Management since March 2024. Prior to this role, Kyle was an LPL Financial Advisor at Beltz Ianni & Associates from January 2017 to March 2024, providing securities and advisory services as a Registered Representative with LPL Financial. Kyle's career in the financial services sector began at MassMutual Rochester, where roles included Financial Services Professional from May 2009 to January 2017. Academic credentials include a BA in Economics and Business Strategies from the University of Rochester, earned from 2006 to 2010, complemented by a high school education at Elmira Free Academy from 2002 to 2006.