Bio: Jeff & Dana Dungan

Bio: W2 employee looking to start a family office, reduce taxes as I convert IRA funds. End goal: raise daughter's financial literacy so she can take over.

Bio: 42 year retired Air Force Combat Flight Medic - Day Trading - investments

Bio: 29 years of IS Analyst. 11 years as a FedEx contractor. Sold the business and retired. Bored so I did part time work. We both retired June 2025