I'm selectively accepting new clients through the remainder of 2026. Current availability is limited to one new client relationship in July and August.
After that, I'll be closing my calendar to new introductory meetings until 2027 in order to dedicate my full attention to year-end planning and tax strategy for existing clients.
If you've been thinking about getting started, please complete the Contact form and I'll follow up with you personally via email.
Mark Rosinski, CFP®, RICP®, CPA, is the founder and financial planner of Dunes Financial, based in Valparaiso, Indiana, and serving clients nationwide. While he’s happy to meet in person with local clients, he primarily works virtually via Zoom.
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