Kelly D. Bio
Kelly A. Dunagan, Jr. - Partner
Kelly A. Dunagan, Jr. - Partner
In 2004, JDL welcomed Mr. Dunagan with open arms. With a specialty in evaluating, analyzing and organizing financial portfolios, Kelly assists his individual clients in reaching their financial goals and estate planning needs. He is also the director of the corporate asset and retirement plan division of JDL. In addition, he designs asset allocations to meet corporate investment and savings goals, as well as implements and services corporate retirement plans of all types and sizes. Kelly also assist clients with their life insurance needs including term, whole and universal, annuity and long-term care options. Prior to joining the JDL team, Kelly was a sales and management executive for eight years with a medical and aerospace manufacturer. While attending college, he interned at the Santa Barbara County Jail as an Own Recognizance Investigator. He graduated pre-law and pre-med from the University of California, Santa Barbara in 1996.
Kelly is an experienced outdoorsman and is married to Ashlee. They have two boys. He has been a young adult church leader, served in mission outreaches around the world, and is currently involved with organizations focused on disadvantaged and disabled children.
Kelly is an experienced outdoorsman and is married to Ashlee. They have two boys. He has been a young adult church leader, served in mission outreaches around the world, and is currently involved with organizations focused on disadvantaged and disabled children.
