Thomas T. Dunn

I started my career at Merrill in 2020 and joined JB Wealth Management Group in 2022. AS a Financial Advisor, I help clients build a comprehensive wealth plan designed to navigate different market environments with a disciplined approach and access to a broad range of investment solutions.
 I’m dedicated to helping individuals and families make confident, informed financial decisions. I believe that strong relationships and disciplined planning form the foundation of long‑term success, and I strive to bring clarity, structure, and strategy to every client I work with.
I focus on developing personalized financial plans that reflect each client’s goals, priorities, and life circumstances. Working collaboratively with a team of specialists—spanning investment management, planning, alternative investments, lending, and trust resources—I help ensure every client benefits from a coordinated approach and a deep bench of expertise. Whether someone is preparing for retirement, navigating a major transition, or simply seeking more proactive guidance, my goal is to provide thoughtful recommendations and an exceptional client experience.
We are currently welcoming new relationships and enjoy partnering with clients who value open communication, transparency, and a long‑term mindset. My approach is grounded in listening first, understanding what matters most, and building strategies that adapt as life evolves.

Originally from Middleton, Wisconsin Tonner attended UW-Madison and graduated in 2020 with a bachelor’s degree in Personal Finance: Financial Planning and a minor in Entrepreneurship. During his free time, Tonner enjoys playing golf, watching sports, and spending time with friends/family. Tonner resides on the west side of Madison with his fiancé, Alaina.