Since 2004, Dustin has worked with individual clients and organizations on their financial planning and investment management goals. He has earned the Certified Financial PlannerTM designation from the CFP® Board that identifies individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. In addition, Dustin has obtained the Retirement Income Certified Professional designation from The American College of Financial Services, helping individuals ensure they meet their income and other financial goals with a retirement income plan.
“A goal without a plan is just a wish.” My role is to create and execute a long-term strategic financial plan that organizes your goals and prioritizes your values; and to clearly communicate and manage the processes that will bring you success.
“Far better it is to dare mighty things, to win glorious triumphs, even though checkered by failure, than to take rank with those poor spirits who neither enjoy much nor suffer much, because they live in the gray twilight that knows neither victory nor defeat.” – Theodore Roosevelt
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.