Richard Dunn and Team
The Dunncreek Advisors Team
Dunncreek Advisors, LLC is always the client’s advocate. Clients can depend on me to provide advice that is focused on helping them reach their goals efficiently and effectively. I prescribe and implement a range of solutions tailored to each client’s situation.
That’s me on the left (Rich Dunn). I’m very proud to introduce my backup team.
Ryan Montgomery is in the center. He’s a junior advisor at MFG Financial Advisors. He’s available to assist me with client service any time I need it.
Fred Sowatzka (right) is my designated successor. If anything should happen to me, clients would hear from Fred. He’s a man of high integrity and has almost 40 years in the business. He’s a great resource.
Richard Dunn
CFP, BFA, AIF
Richard F. Dunn CFP®, BFA®, AIF® Financial Planner at Dunncreek Advisors LLC holds two esteemed financial services accreditations; the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation.
These designations have prepared me to use all the best financial planning practices to act in my clients’ best interest as a fiduciary at all times:
Some of the areas that make me and Dunncreek Advisors, LLC different from other financial professionals are:
- I am always an advocate for my clients. My financial planning advice is always focused on the client’s best interest.
- I only use time-tested wealth building strategies and comprehensive financial planning strategies.
- I can work with clients to help them with a comprehensive financial plan or I can help them with asset management (many of my clients work with me on a combination of both services).
- My fees can be charged by the hour, as a flat project rate or as a percentage of the assets under my care.
I can help you address:
- Investment Management Services
- Retirement Income Strategies
- Estate Planning Services
- Cash Flow Management
- Tax Smart Investing
- Risk Management & Insurance
I am here to answer your financial planning questions like:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
I have been serving clients since 2002. I can help you with most any financial planning issue because I've seen almost everything in my years helping clients. And there is never a fee or obligation for an introductory meeting to get to know me and better understand your financial planning options.
Affiliated with MFG Financial Advisors
Fred W. Sowatzka
Financial Advisor
(651) 293-3934
(651) 222-2987
Fred@mfgfa.com
Fred is a founding partner of MFG Financial Advisors and has worked in the financial services industry for more than 30 years. Licensed since 1991, he has seen many changes in the profession, yet his goal has remained the same—to make a meaningful difference in his clients’ lives.
He believes financial guidance is more essential than ever. With so much information available, Fred helps clients cut through distractions and focus on their goals.
Fred lives in the east metro with his wife, Julie, and their daughter, Allie. He enjoys traveling, golf, and family time.
What is your risk number? Find out here!
Check out his Broker Check by Finra.
Ryan Montgomery
Financial Advisor
(651)-222-2665
Ryanm@mfgfa.com
Ryan joined MFG Financial Advisors in 2023 as the team’s first young advisor after becoming a registered representative. His interest in investing began early and grew into a passion for financial planning while studying at the University of Minnesota Duluth and working in banking.
He is dedicated to problem-solving, creating holistic financial plans, and building lasting relationships with clients. Since 2020, Ryan has lived in St. Paul. Outside of work, he enjoys staying active with hockey, golf, and curling, as well as traveling, scuba diving, fishing, and skiing.
Check his Broker Check by Finra.
Michele Smith-Cox
Client Service Manager
Michele has worked in the financial industry since 2012 and serves as Client Service Manager at our Saint Paul office, where she oversees daily operations and client service. She holds a bachelor’s degree in Communication from Michigan State University and earned a Teaching Certificate in 1992. Her background in communication and education shines through in her client interactions, where she is dedicated to providing prompt, efficient service while building personal connections.
Michele has three adult children. Outside of work, she enjoys volunteering for a local nonprofit, baking, theatre, traveling, and spending time with her dog, Quigley.
Also affiliated with MFG Tax Advisors
Andrew Gunsaullus
Manager/Sr Tax Advisor
(320) 491-3242
Andy@mfgta.com
Our business is built on a foundation of thoughtful client relationships.
Andy leads the tax planning and advising group at MFG Tax Advisors. He began his financial services career with Prudential Insurance in 1997, later specializing in Trust, Estate, and High Net Worth accounts at American Century Investments. He has also managed retail tax offices in Minnesota and Wisconsin, focusing on training new preparers. Andy’s goal is to bridge the gap between tax preparation and tax planning, helping clients file returns while creating efficient strategies for the future.
Andy holds degrees from Gustavus Adolphus College and Concordia University Chicago. Outside work, Andy enjoys family time, vintage BMWs, and coaching.
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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.