I'm selectively accepting new clients through the remainder of 2026. Current availability is limited to two client relationships in June, two in July, one in August, and one in September. After that, I'll be closing my calendar to new introductory meetings 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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