Mark Rosinski (CFP®, CPA)

Additional Information

I earned my Mathematics degree from Purdue University and started my career in Finance, Accounting, and Process Improvement while pursuing my CPA. While studying, I kept getting pulled toward the personal side of taxes—not because it related to my job, but because I loved helping friends and family maximize their paychecks. That led me to preparing taxes nights and weekends, where I realized my real passion: guiding people through their financial lives.

At my prior firm, I served as a trusted advisor to more than 150 clients and sat on the firm's investment committee. This experience deepened my expertise in Social Security, tax-efficient withdrawals, and sustainable retirement income strategies. But more importantly, it reinforced a belief: delivering truly exceptional service requires the time and space to be fully invested in each client's journey. That’s why I founded Dunes Financial—to provide highly personalized, proactive guidance to retirees navigating life’s financial transitions.

I love solving complex financial puzzles, but even more, I love helping people align their wealth with their values. Many people dream; my goal is to help retirees confidently pursue those dreams.