Mark Perrault is a Wealth Management Advisor and co-founder of Dunn Perrault & Associates and focuses on business development, client relationships and spearheads philanthropic outreach.
When advising clients, Mark is known for his positive, optimistic and realistic perspective to help clients with comprehensive long-term planning through their life and wealth stages.
He also serves as a Northwestern Mutual Growth Development Director, helping new advisors grow their business, along with being a member of the Colorado Springs District Office’s leadership team.
Originally from Southern California, he graduated from the University of Colorado Leeds School of Business in 2005 and earned his MBA from Gonzaga University while serving in the United States Air Force. Mark is a CERTIFIED FINANCIAL PLANNER™ professional, FINRA registered and holds Series 6, 7, 63 and 66 licenses and Certified Long-Term Care certification. Mark was named as the inaugural 2017 Millennial Advisor national award by The American College of Financial Services, which recognized five top performing financial advisors under the age of 35. He has also been featured as a contributor to the Colorado Springs Business Journal .
Mark and his wife Lauren have three children, Carter, Addison and Olivia and make their home in central Colorado Springs. They are founding members of Colorado Springs-based Couple Who Care organization, a platform for Colorado Springs citizens to combine efforts for a larger impact on local causes and needs of the community. Mark currently serves on the board of the Discover Goodwill Foundation and Junior Achievement of Southern Colorado. Outside of the office he enjoys fly fishing, hiking and golf.
Charlie Dunn is a Wealth Management Advisor and co-founder of Dunn Perrault & Associates.
Charlie works with clients to develop comprehensive financial strategies, focusing on distribution planning, disciplined investment strategies, and long-term tax mitigation. He also manages portfolio development and the implementation of our clients’ investment policy statements. Charlie leads the firm with its planning and investment strategies and marketing initiatives.
He received his Bachelor of Science in Graphic Communications and Business Administration from Illinois State University in 2002. Charlie is a CERTIFIED FINANCIAL PLANNER™ professional, FINRA registered and holds Series 7 and 66 licenses. Charlie is a contributor to the Colorado Springs Business Journal and the Springs Magazine. He was named to the 2017 Rising Stars by the Colorado Springs Business Journal.
Charlie and his wife Shannon have two children, Bella and Mason. Outside of the office, he enjoys mountain biking, skiing and golf. Charlie currently serves on the board of The Children’s Literacy Center and supports several other nonprofit organizations in the Pikes Peak region.
Geoffrey Schaefer is a Wealth Management Advisor at Dunn Perrault & Associates, where he works with clients to develop comprehensive financial plans focusing on wealth accumulation and risk mitigation. Geoff is known for his thoughtful and realistic perspective to help clients with comprehensive financial planning through their life and wealth stages, while keeping in line with his values of faith and family.
Originally from Louisville, Kentucky, Geoff graduated from Oral Roberts University in 2013 with a Bachelor of Science in Accounting and Finance. He spent five years in active components of the US Army Reserve serving as an Infantry Officer. Geoff is a CERTIFIED FINANCIAL PLANNER™ professional, FINRA registered and holds Series 6, 7, and 63 licenses.
Geoff lives in northern Colorado Springs with his wife Stephanie and their two children, Henry and Madeline. They are active in the community, particularly at their local church. Outside of the office, Geoff enjoys spending time with family, hiking and attending Air Force basketball games.
Cheryl Cranor is the Director of Operations focusing on client relationship and team management.
She began her career with Northwestern Mutual in 2011 assisting in multiple roles and joined Dunn Perrault & Associates in September 2019.
Cheryl received her Associate of Applied Science in Accounting from Savannah Technical College in Savannah, Georgia. She holds Life and Health and Long Term Care licenses, in addition to her CLTC® designation.
Outside of the office, Cheryl enjoys spending time with her daughter, reading, fitness, outdoors, and being an active volunteer in her church.
Kirsten Camp is an Associate Wealth Management Advisor for Dunn Perrault & Associates. She is responsible for client’s portfolio planning and implementation, and asset allocation and analysis.
Kirsten’s industry experience includes working as a Client Relationship Associate for R.W. Baird in Denver, Colorado, providing support on investment management, financial planning, college savings, life insurance, and estate planning.
She received her Bachelor of Arts in Marketing and International Business within the Eli Broad College of Business at Michigan State University. She is FINRA registered and holds a Series 7 and 66 licenses. Kirsten has also earned the AAMS® designation through The College for Financial Planning.
She enjoys exploring the Colorado mountains and traveling to new and interesting destinations.
Sarah Estrada is our Director of Financial Planning focusing on developing and implementing clients’ financial plans, and portfolio analysis and design.
Prior to joining Dunn Perrault & Associates, Sarah worked as a Registered Senior Client Associate for Merrill Lynch in Colorado Springs, where she was responsible for client relationship management, financial planning and portfolio management.
She received her Bachelor of Arts in Business Administration at Grand Valley State University in Michigan. She is FINRA registered and holds Series 7 and 66 licenses.
In her spare time, she enjoys yoga, mountain biking, snowboarding, gardening and spending time with family.
Caryn Renholm is the Director of Client Services focusing on client portfolio planning and implementation as well as asset allocation and analysis.
Prior to joining Dunn Perrault & Associates, Caryn worked as an Operations Manager for LPL in Colorado Springs, where she was responsible for client relationship management, portfolio management and office management.
She is FINRA registered and holds Series 7, 65, 63 and 31 licenses.
Outside of the office, Caryn is a high school cheerleading coach and dedicated hockey mom. Caryn enjoys spending time with her family hiking, skiing, camping and riding ATVs.
Jacqueline Kumsher is an Insurance Operations Associate who supports the team with insurance production and client services.
She has been with Northwestern Mutual for four years assisting in multiple roles, beginning her career as a college intern then transitioning to a full-time position post-graduation.
Jacqueline received her Bachelor of Arts in Business Administration – Finance from the University of Colorado in Colorado Springs and holds a Health and Life Insurance license.
On the weekends, she enjoys spending time outside camping, hunting and fishing.
Laura Penney is the Director of Insurance Services and manages the firm’s client servicing on insurance including the application and underwriting process.
Prior to joining Dunn Perrault & Associates, Laura worked as a Banking Secrecy Act/Anti-money Laundering Analyst for a local Colorado Springs bank, where she started out as a personal banker.
Laura graduated with a Bachelor’s degree in Business Administration in Economics and Finance from Middle Tennessee State University. Laura is an active learner and enjoys working with clients and being a resource to solve challenges.
In her spare time, Laura can be found running on the trails around Colorado Springs.