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®, CPWA®
Financial Advisor
bRENDAN@DUNUWILA.COM
(315) 446-0100
After earning his B.A. in Economics from Hamilton College, Brendan Dunuwila, began his career in financial services as a Financial Advisor in the Private Wealth Management division of Merrill Lynch in Manhattan. He later worked as an Investment Analyst with Lincoln Investment in Philadelphia, gaining deeper experience in investment research and portfolio analysis. Brendan eventually returned to Central New York to work alongside his father, also a financial advisor, where he refined his approach to comprehensive financial planning and disciplined investment management. That experience ultimately led him to establish Dunuwila Wealth Management in 2012.
Today, Brendan leverages his financial planning and investment management experience to help clients build personalized, thoughtful financial strategies. He is known for explaining complex concepts clearly and simply, and for keeping clients informed about new ideas and trends that may impact their financial lives.
Brendan is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR™, designations that require rigorous training in retirement planning, investment management, insurance, tax planning, estate planning, asset protection, and wealth transfer.
On a personal side, Brendan is deeply committed to his community and passionate about empowering local youth. In 2021, Brendan received the President’s Award for Excellence in Philanthropic Service* from Upstate Medical University.
*2021 Upstate Medical University Award for Excellence in Philanthropic Service, created by Upstate Medical University. This award is based on service to others and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
Amanda Stein
Financial Planning Analyst
AMANDA@DUNUWILA.COM
(315) 446-0264
Amanda has been a part of the Dunuwila Wealth Management team since 2015. Over the years, she has gained firsthand experience across nearly every role within the firm, giving her a well-rounded understanding of both client service and investment operations. In 2025, she was promoted from Client Service Manager to Financial Planning Analyst, reflecting her continued growth and expanded responsibilities within the firm.
In her current role, Amanda combines her strong technical knowledge with a detail-oriented approach to support the advisor and clients. She is known for her precision, thoughtful analysis, and strong grasp of investment products.
Primary Responsibilities:
- Helping monitor client accounts and investment models
- Executing trades
- Building and maintaining financial plans
- Analyzing client tax returns
- Tracking Required Minimum Distributions (RMDs)
Amanda holds her Series 7 and Series 66 registrations and is currently working toward earning her CFP® designation. She earned her B.A. from Houghton College.
Amanda resides in Liverpool, NY with her husband, Brian, and their daughter, Eloise.
Kaylee LaFrance
Client Service Manager
KAYLEE@DUNUWILA.COM
(315) 446-0100
Kaylee joined our team in 2023. From the start, she has made a meaningful contribution to our positive, client-focused office environment and helps ensure the firm consistently delivers an exceptional client experience. Her strong organizational skills and thoughtful approach allow her to support both day-to-day operations and ongoing client needs with care and efficiency.
In her role, Kaylee is known for her proactive mindset, strong communication skills, and ability to manage multiple responsibilities while maintaining a high level of accuracy and attention to detail.
Primary Responsibilities:
- 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
Kaylee earned her B.A. from Siena University, graduating summa cum laude.
Kaylee currently lives in Baldwinsville, NY.
Sofi Cartini
Client Service & Marketing Specialist
sofi@DUNUWILA.COM
(315) 446-0100
Sofi joined the Dunuwila Wealth Management team in 2025 and plays an important role in both client communication and business operations. She works to develop thoughtful communication strategies tailored to clients while supporting a wide range of service and operational needs. Her ability to balance strategic initiatives with day-to-day execution helps drive both an exceptional client experience and continued business growth.
In her role, Sofi is known for her strong creative skills, problem solving and ability to manage multiple ongoing projects while maintaining clear and consistent communication.
Primary Responsibilities:
- Communicating with clients and assisting with servicing needs
- Spearheading marketing efforts and improving business’s presence on and offline
- Improving and maintaining business organization and record keeping
- Writing and overseeing business branding allowing for future business growth
- Managing internal business analytics and compliance
Sofi earned her B.A. from Le Moyne College, graduating Summa Cum Laude.
She currently resides in Fayetteville.
