There is science and there is art; there is procedure and there is discernment. Where science is required, we utilize our proven and rigorous processes to simplify immense information for our clients’ benefit. The art of this profession is in managing expectations and making sense of turbulent times, both in the global financial markets and in peoples’ lives. This requires wisdom and experience. Each member of Volition Advisory combines their unique experiences and perspectives to facilitate the art and science of managing our clients’ needs and goals. From how to maximize their newborn child’s education savings, to managing stock-based employee compensation, to executing a successful exit from their business.
Bruce R. Dunham, IIMC
Vice President, Wealth Management
Bruce oversees key policy decisions for Volition Advisory, setting the vision and strategy for the group. He identifies opportunities, challenges, and potential concerns for both the practice and our clients. Bruce also leads the team’s Capital Needs Solutions efforts. Whether growth capital or exit planning, we have the tools, resources, and expertise to help our clients take the next step.
Bezan F. Morris, AAMS©
Financial Advisor
Bezan coordinates the team’s communication and outreach efforts. He created the Client Resource Council, a cohesive network of local professionals working to provide sound advice across a broad spectrum of expertise. He also directs our Business Owner Solutions channel, providing education about financial planning and maximizing workplace benefits for both business owners and their employees.
Kyle P. Dunham, AAMS©, CFP©
Financial Advisor
Kyle designs and manages the processes for the team and works to improve efficiency, communication, and deliverables. He chairs Volition Advisory’s Investment Committee, evaluating investment managers through analysis and personal interaction. His rigorous efforts ensure that Volition Advisory uses the highest quality solutions and services to best meet our clients’ needs.
MK Fitzpatrick, WMS©
Financial Advisor
MK assists in all aspects of the business to provide wealth planning, risk management, and estate planning. She is committed to helping individuals, families, and business owners realize their long-term financial goals by ensuring that no action step is forgotten from each thorough, comprehensive meeting.
Barbara S. Friedman
Senior Client Service Associate
Barb utilizes attention to detail and compassion to provide everyone with the highest level of service. She controls the operational obligations for Volition Advisory, simplifying and executing on the myriad needs of our clients with concise action steps by making sure that all documents are in order.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
