Charlie Dunn

CFP®, RICP®

CEO, Managing Partner

In 2021, Charlie Dunn and Mark Perrault co-founded Intergy Private Wealth, an independent registered investment adviser created to help successful individuals, families, and foundations simplify the complexity of managing, growing, and protecting their wealth.

Charlie has worked with Mark since 2016, when they founded their own advisory team at Northwestern Mutual, where Charlie had worked since 2009, developing disciplined strategies for investment portfolios, as well as comprehensive financial strategies, with a focus on distribution planning and long-term tax mitigation.

Charlie received his bachelor’s degree from Illinois State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional. Charlie is a contributor to the Springs Magazine and Colorado Springs Business Journal, which named him to its 2017 Rising Stars.

Charlie and his wife, Shannon, have two children, Bella and Mason. Charlie currently serves on the board of The Children’s Literacy Center, which provides free one-to-one tutoring to elementary school children reading below grade level. A fervent mountain biker in his spare time, Charlie is a board member of Medicine Wheel Trail Advocates, an organization committed to building, sharing, and protecting inspiring trail experiences in the Pikes Peak Region. Ready for every season, Charlie also enjoys skiing and golf.

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