Katie Dunlap has lived in Florida her entire life and grew up in Polk County with her parents and two younger brothers. Following her primary education years, Katie attended Southeastern University for two years. During her time at Southeastern University, Katie was on the soccer team and enjoyed playing the sport she is most passionate about. While at Southeastern University, Katie also took part in the Study Abroad Program, which involved spending two months in Israel, an experience that that had deep impact in Katie's life.
After Katie’s sophomore year at Southeastern, she transferred enrollment to the University of South Florida, where she joined the Alpha Omicron Pi Sorority and graduated with her bachelor’s degree in Biology.
A person of deep faith, Katie has followed the Lord’s guidance down career paths unrelated to her university degree. These paths have included Tour Coordinator for a travel agency, Director of Admissions for a ministry school, Office Manager for a kitchen and bath company, and now a valued part of On Point Wealth Management's administrative team.
In her spare time Katie enjoys serving her church, participating in CrossFit classes, and spending time with her family and friends.
Having worked in the financial and wealth management industry since 1988, we pride ourselves in providing sound, tax saving guidance to our clients.
All Rights Reserved | On Point Wealth Management
James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.