Jim Dunlop, CFP, CAP is a managing partner at Advent Partners, a financial planning firm with offices in Gettysburg and Camp Hill, Pa. With more than 20 years of experience as a financial advisor, Jim enjoys helping his clients think about their ideal visions for the future and building financial strategies to meet their savings and investment goals. He is also host of his own podcast, “You Can’t Take It With You,” featuring inspiring stories for people who want to use their money to create meaningful change for people and causes they care about.
