OUR ASSOCIATES

Get to Know the Associates of Dunlap Tavel Wealth Management .

We have assembled a team with the knowledge and skills to serve your investment and insurance needs.

Bob Dunlap CLU, President

Since graduating from The Ohio State University in 1984 majoring in accounting, Bob Dunlap has been working in the investment and insurance industry. After working for larger companies early in his career and acquiring a diverse tax background, Bob established Harbour Financial Solutions, an independent wealth planning firm, in 1998. The firm enjoyed steady growth before moving and changing its name to Dunlap Tavel Wealth Management  in 2007.

Today, Bob leads a team of diverse professionals who manage over $35 million in assets for over 150 clients. An Investment Advisor Representative with Linsco/Private Ledger, he is licensed to do business in 12 states and has earned the designation of Chartered Life Underwriter (CLU). Bob is active in the Noblesville business community as a member of the Chamber of Commerce and a local BNI group.

Bob has been married to his wife, Kathleen, for 24 years and has two children, Colin (18) and Evan (16). He is active in his church, Our Lady of Grace Catholic Church, and coaches youth sports.

Contact Bob via email at bob.dunlap@lpl.com.

Michael graduated from Tulane University in 1981 and has since explored a variety of career paths, from business ownership to real estate development. Having always had a passion for finance, Michael decided to pursue his dream to help people as a Financial Consultant and joined Dunlap Tavel Wealth Management  in 2004.

Michael is an Insurance Planner and Senior Wealth Consultant specializing in Asset Protection & Wealth Transfer. He works extensively with small businesses on retirement plans as well as with individuals to preserve and grow wealth. He also has extensive Insurance experience including Life, Disability and Long Term Care needs analysis.

Outside of work Michael is kept busy by his 13-year-old son Matthew, a student at Craig Middle School. In his little remaining free time he enjoys tennis, hiking, SCUBA diving, movies, plays and diverse musical styles.

Contact Michael via email at mtavel@mtavel.com.

Barbara is a native Hoosier originally from Lebanon, Indiana and graduated from IU Kokomo majoring in Finance and Accounting. She started in the financial industry in 1986 and holds NASD License 7, 63, and 65. Barbara is also licensed in Life, Health, Disability and LTC.

Barbara is a Certified Retirement Planner, CRP™, specializing in retirement planning for individuals and businesses.  

By developing innovative and customized solutions to help achieve their financial goals Barbara offers comprehensive advice in assessing a client’s current situation in risk management, investment and retirement planning.

Barbara also  enjoys bicycling, motorcycling and water sports with her family on the weekends and is an active mom in youth hockey and baseball with her children.

Contact Barbara via email at barbara.fife@lpl.com

Gary Zent Wealth Advisor

Gary is a graduate of Ball State University, with a B.S. in Accounting.  He originally became a registered financial representative in 1991, but did not pursue a full time career in investment advising until retiring from the global purchasing group at Delphi in mid-2009.

Gary has always kept abreast of the market and financial strategies since he not only finds it stimulating, but necessary.  His wisdom and experience dealing with people on high dollar projects form a great foundation upon which to work with businesses as well as individuals.

Gary and his wife, Monica, live in Noblesville, have a son and daughter and five grandchildren, ages four to thirteen.  They both enjoy travelling, reading, riding bikes and going on walks.

Contact Gary via email at  gary.zent@lpl.com

Kristina Lovitt Team Leader

Kristina has worked for 10+ years in insurance and another 10+ years in the customer service industry. In 2004 she received a BS in Business Administration from Indiana Wesleyan University.

In 2005 Kristina joined the Dunlap Tavel Wealth Management  team to utilize the skills obtained from her studies in Business Administration. She has been licensed in Property & Casualty and Life & Health Insurance since 1996.

Kristina has been married to Richard, a Carmel police office, for 15 years. They have two daughters, Kaitie (15) and Kelsey (10).

Contact Kristina via email at kristina.lovitt@lpl.com.

Dawn Doty Director of First Impressions

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The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Indiana, Ohio, Michigan, Illinois, Tennessee, Georgia, Arizona, Oregon, Wisconsin, Texas, California, Florida, Virginia, North Carolina and South Carolina.