Managing Director, Executive Financial Advisor
Kyle Dunn
CLU, ChFC

Experience: Started career in 2009 

Education: Bachelor’s degree from the University of Rochester  

Kyle arrived at Beltz Ianni & Associates (now Modern Wealth Management) after serving as a financial advisor at MassMutual. As he works our of our Rochester, New York office, Kyle is excited about the broader range of services that Modern Wealth will be able to provide clients, including tax and estate planning and a deeper bench for investment management. 

Kyle and his wife, Sonya Ellis-Dunn, have two dogs. Family is the most important thing in his life. Kyle’s favorite hobbies include golfing, boating, and skiing. He also serves on the board of the Estate Planning Council of Rochester.  

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