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
bdunuwila@voyafa.com
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. He is a member of the Upstate Foundation’s Professional Advisory Council. Brendan earned his B.A. in Economics from Hamilton College. He resides in Manlius, NY with his wife and son.
Sarah Reach
Manager of Business Operations
sarah.reach@voyafa.com
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.
Sarah is a registered representative of Voya Financial Advisors, Inc. (member SIPC)
Amanda Stein
Manager of Client Services
astein@voyafa.com
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.
Amanda is a registered representative of Voya Financial Advisors, Inc. (member SIPC)
Gretchen Dick
Client Care & Marketing Specialist
gretchen.dick@voyafa.com
Gretchen joined our team in 2019. She helps us develop innovative ways to service our clients and stay highly organized as an office. Gretchen is committed to constantly enhancing the client-focused atmosphere that we pride ourselves on at Dunuwila Wealth Management. Her primary duties include:
- Scheduling client meetings,
- 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.
Gretchen earned a B.S. in Information Management and Technology from Syracuse University. She resides in Phoenix, NY with her fiancé and their dog.
