In 2004, JDL welcomed Mr. Dunagan with open arms. With a specialty in evaluating, analyzing and organizing financial portfolios, Kelly assists his individual clients in reaching their financial goals and estate planning needs. He is also the director of the corporate asset and retirement plan division of JDL. In addition, he designs asset allocations to meet corporate investment and savings goals, as well as implements and services corporate retirement plans of all types and sizes. Kelly also assist clients with their life insurance needs including term, whole and universal, annuity and long-term care options. Prior to joining the JDL team, Kelly was a sales and management executive for e