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Steven T. Dum, CLU, ChFC, CFP
Profile
Steve is a principal at Somerset and provides wealth management services. Prior to joining Somerset, Steve founded Fringe Benefit Planners in 1984, along with his partner, Larry Dykes. Steve has brought his expertise in money management, retirement planning and advanced business and estate planning for business owners to Somerset. Steve’s ability to listen to his clients’ needs and recommend appropriate, tax-favored solutions has kept Steve as a top planner in the industry.
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Education
Steve received his B.S. degree from Indiana University in 1979 in accounting. Steve’s professional credentials include Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and Certified Mutual Fund Counselor.
Memberships/Community Involvement
Steve is a member of the Board of Regents of the National Heritage Foundation, Inc.; Planned Giving Group of Indiana; Estate Planning Council of Indiana and the National Association of Securities Dealers.
Contact Information
Telephone: 317-472-2105
Fax: 317-208-1105
Email:
sdum@somersetcpas.com
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