Our Firm

Joseph A. Dunn, Jr. is a respected independent financial planner affiliated with H. Beck, Inc. in Rockville, Maryland. He provides professional guidance in the areas of retirement and estate planning utilizing tax-advantaged investments and other investments outside the stock and bond market. Among his clients are business owners, corporate executives, successful professionals, and government employees.

Joe graduated from Washington University in St. Louis, Missouri, with a B.S. in Civil Engineering. He earned his MBA from Marquette University, and continued his education to attain Securities licenses:

FINRA Series 6 Investment Company Products/Variable Contracts Limited Representative, FINRA Series 7 General Securities Representative, FINRA Series 31 Future Managed Funds, FINRA  Series 63 Uniform Securities Agent State Law, and FINRA Series 65 Uniform Investment Adviser Law.

He also has the professional insurance designation of LUTCF (Life Underwriter Training Council Fellow). He also is a member of the Society of Financial Services Professionals.

Joe participates in many non-profit organizations. In his leisure, he enjoys following a personal fitness regimen.  Most of all, Joe enjoys spending time with his friends and family. 

Assisting Joe are Maria Richey and Sandy Sakala.