While each member of our team has a different role & primary duties, you can reach out to any member of our office for assistance with:
Our Team
Brendan Dunuwila, CFP®
Financial Advisor
bRENDAN@DUNUWILA.COM
(315) 446-0100
Brendan utilizes his experience in financial planning and investment management to help clients establish personalized financial strategies. Brendan explains concepts thoroughly and simply, and always keeps clients informed about new ideas and trends. He is a Certified Financial Planner™ professional, which is a designation that requires rigorous training in the areas of retirement planning, investment management, insurance, tax planning, and estate planning. Brendan began his career as a Financial Advisor in the Private Wealth Management division of Merrill Lynch in Manhattan, and also worked as an Investment Analyst with Lincoln Investment in Philadelphia. Brendan earned his B.A. in Economics from Hamilton College.
Brendan is passionate about empowering local youth. In 2021, Brendan received the President’s Award for Excellence in Philanthropic Service* from Upstate Medical University. He is also a member of the Finance Committee for the Building Men organization, which helps young men in Syracuse develop leadership skills and promote positivity.
He resides in Manlius, NY with his wife and son.
* To win the President’s Award for Excellence in Philanthropic Service* from Upstate Medical University, you must be nominated to the award committee and the committee decides winners.
Sarah Reach
Manager of Business Operations
sarah@dunuwila.com
(315) 446-1114
Sarah joined our team in 2013 and has been in the industry since 2007. She possesses extensive industry knowledge and excellent communication skills. Sarah is well-versed with life insurance policies and frequently assists our clients with quotes and applications. Her primary duties include:
- Overseeing the successful completion of financial transactions
- Assisting clients with service needs and account maintenance requests
- Assisting clients with life insurance quotes
- Managing projects related to business operations and compliance
- Organizing presentations and events
Sarah holds her Series 6 and Series 63 registrations, as well as a New York State Life Accident and Health Insurance license. She earned a B.S. in Criminal Justice from SUNY Brockport. Sarah is a Notary Public. She resides in Cazenovia, NY with her husband and two children.
Amanda Stein
Manager of Client Services
AMANDA@DUNUWILA.COM
(315) 446-0264
Amanda has been a part of the Dunuwila Wealth Management team since 2015. She is extremely attentive to detail and has a strong grasp of investment products. Amanda is focused on ensuring that we offer an exceptional client experience. Her primary duties include:
- Preparing for client appointments
- Overseeing the successful completion of financial transactions
- Assisting clients with service needs and account maintenance requests
- Managing projects related to improving our client service
- Scheduling client meetings
Amanda holds her Series 7 and Series 66 registrations. She has a B.A. in English from Houghton College. Amanda resides in Baldwinsville, NY with her husband, Brian, and daughter, Eloise.
Keli Wolf
Client Care & Marketing Specialist
KELI@DUNUWILA.COM
(315) 446-0100
Keli joined our team in 2021. She helps us develop innovative ways to service our clients and maintain efficiency as an office. Keli is committed to constantly enhancing the client-focused atmosphere that we pride ourselves on at Dunuwila Wealth Management. Her primary duties include:
- Overseeing client communications,
- Assisting clients with service needs and account maintenance requests,
- Maintaining an organized record-keeping system, and
- Improving our business presence and marketing efforts.
Keli earned a B.A. in Communications from Roberts Wesleyan College. She resides in Syracuse, NY.
