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Kestra Planning Group 

Through Kestra Planning Group, we have access to outstanding resources to a specialized team of financial planners focused on delivering meaningful planning engagements. 

Meet the Team

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Macy Dunegan, CFP®

Macy started her career in the retirement plan space, specializing in government and public employees. She is passionate about partnering with advisors to confidently present and implement planning with their clients. One of her favorite challenges in the planner role is building creative solutions when software presents limitations, fostering complex illustrations of cash flow, estate, or tax planning concepts. 

​She has used her background to help much of her community, especially those in the public sector. This focus might have come in handy to extricate herself from a speeding ticket a few years ago. The officer released her with a warning when she shared that she helped administer his retirement plan for the county! This rivals another great accomplishment of her past: winning a donut eating contest at age 17. She has since retired from eating contests, but could be convinced if the right situation presents itself. Macy is a proud Texas Longhorn and a CFP® certificant.
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Larry Crickenberger, JD, CFP®

Larry is an alumnus of University of Virginia and New England Law School in Boston, MA.  He graduated cum laude with a Juris Doctorate degree and practiced law in Washington, DC, and Alexandria for over 17 years. His practice was concentrated in the areas of Real Estate, Bankruptcy, Business Planning, Trust and Estates. He served as an Administrative Law Judge in the Commonwealth of Virginia and currently is a member of the Virginia Bar. In 1994, he moved to San Francisco, CA, and transitioned to the financial services industry, working with American Express Financial Advisors, Fidelity Investments, and Silicon Valley Bank as an advisor or planner before joining the Kestra Planning Group.

​His community involvement spans organizations concerned with health care, hunger, wildlife, the environment, and LGBT rights. He is currently the President of the Board of Directors of Emergency USA, the US affiliate of Emergency, an Italian NGO that provides free, high-quality care to people affected by conflict and poverty. Larry has only historically housed cats that are psychic. Not that he discriminates. It is undetermined whether the cat foresaw his guardianship and acted or if there is a planetary pull.


Kestra employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with Kestra Financial, its employees or subsidiaries.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with Lakeview Wealth Strategies.
Kestra IS and Kestra AS do not offer tax or legal advice. Disclosures

The Fiduciary Duty standard of care applies to investment advisory services and includes duty of care for duration of advisory-client relationship. Firm does not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when offering insurance or brokerage products/services.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services and Investment Advisor Representatives of Kestra Advisory Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 512-697-6000.

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Created for Lakeview Wealth Strategies by Angela Carolyn Design.