Our story

Built on trust. Driven by purpose.

For over two decades, Gunstanson Partners has helped families protect what they've worked hardest to build — with independent advice and a deeply personal approach.

How we started

A firm founded on a simple belief... Everyone matters.

Gunstanson Partners was founded in 1992 by Amelia Gunstanson when she started her insurance career in pre-need planning, moving into life and health agency work, field work, Medicare, and finally estate planning and medical risk management.  After years of watching families receive conflicting, product-driven advice from advisors with competing interests. she believed there was a better way — one built on listening first, and recommending only what truly served the client.

Today, our team of independent advisors continues that tradition. We don't work for an insurance company or a bank. We work for you — bringing together expertise in estate planning, insurance, Medicare, and asset protection under one roof so your plan is coordinated, not fragmented.

We measure our success by one thing: whether our clients feel confident, protected, and at peace with their financial future.

Gunstanson Partners advisor meeting with a client

What guides us

Our values aren't a poster on the wall.

01

Independence

We are not captive to any carrier or product line. Our recommendations are driven entirely by what's right for your situation.

02

Transparency

We explain every option in plain language — no jargon, no hidden fees, no surprises. You always know exactly what you're getting and why.

03

Long-term thinking

We plan for decades, not quarters. Every recommendation considers how your needs will evolve as your life changes.

04

Personal attention

You work with a named advisor who knows your file, your family, and your goals — not a call center or a rotating team.

Meet the advisors

Experienced advisors. Real relationships.

David Gunstanson
CFP®, ChFC®

David Gunstanson

Founder & Senior Advisor

David founded the firm in 2003 after 12 years in the financial services industry. He specializes in estate planning and asset protection strategies for high-net-worth families and business owners.

Margaret Holloway
CLTC®, RICP®

Margaret Holloway

Medicare & Insurance Specialist

Margaret brings 15 years of experience helping pre-retirees and retirees navigate Medicare enrollment, long-term care planning, and supplemental insurance. She is known for making complex decisions feel manageable.

Robert Tanaka
JD, CFP®

Robert Tanaka

Estate & Legacy Planning Advisor

Robert's background in estate law and financial planning gives clients a rare combination of legal precision and practical financial strategy. He focuses on trust structures, business succession, and multi-generational wealth transfer.

Our credentials

Qualified. Accountable. Independent.

CFP® Certified Financial Planners
ChFC® Chartered Financial Consultants
CLTC® Long-Term Care Specialists
RICP® Retirement Income Certified Professionals
Licensed in IL, WI, IN, MO, and MI
Member, National Association of Insurance & Financial Advisors

Ready to work with an advisor who puts you first?

Schedule a free 30-minute consultation and see what independent, coordinated planning can do for your family.