fb-pixel
Select Page

Meet Macy Dunegan

September 1, 2020

Macy Dunegan is an Institutional Plan Advisor. She works with the investment advisory committees set up by the employers to monitor the investments, plan design, and fiduciary responsibilities. 

She started with TCG back in 2016 for an internship and transferred to full time as a Retirement Plan Specialist before her current role. As a Retirement Plan Specialist, she educated employees individually on their retirement picture as a whole and gave them investment guidance on their retirement plans offered by their employer.

Macy loves that all of her roles within TCG have allowed her to improve retirement outcomes for individuals at any level in their career.  Macy comes from a family of educators and knows the amount of misinformation and lack of retirement education that’s within this profession.  Her previous roles have allowed her to broaden the financial knowledge of educators specifically.  She’s happy she can participate in the solution with TCG to improve financial outcomes for both public and private sector employees.  

 Macy currently holds the Series 65 FINRA registration (Uniform Investment Adviser Law). She graduated from the University of Texas at Austin in 2017 with a bachelors in Economics and a minor in Mathematics. In her free time, Macy likes to spend quality time with her puppy and explore Austin’s food scene.

Find an advisor

You don’t have to figure things out on your own. Click below to get matched with an advisor.

Get started →

Retirement Readiness Analysis

Schedule a meeting with a Retirement Plan Specialist find out your retirement income gap and when you can afford to retire.

Schedule now →

A Better Small Business 401(k)

Don’t let your employees pay high fees and get stuck with bad investments. Request a no-cost analysis today!

Request a demo →

Connect with Us

Related Posts

0 Comments

0 Comments

Submit a Comment

Your email address will not be published.

Share This