Dustin founded Waterstreet Financial (WSF) following 15 years of industry experience based upon principles of concierge customer service, comprehensive industry intellect, and leading financial management tools and techniques. Dustin has extensive experience working with affluent clients who have complex needs. He also specializes in working for nonprofit institutions as well as endowments and foundations. Dustin oversees an exceptional team to support the principles on which our foundation was built. WSF will proactively oversee client tasks to help ensure consistency in the quality of service delivered to our clientele.

“Managing the intricate client needs in a complex financial world has been my goal. From birth to grave we will be there to help in any way we can. I look at my clients as an extension of my family. I never stop striving to help them accomplish what is most important in their lives,” says Dustin. WSF will work diligently to know what is important to you, what matters most. We are prepared to support you and your family through all of life’s challenges.

Based on what we learn about you, your family and your goals, along with an analysis of the current financial markets, WSF will design a customized investment portfolio based on recommendations made with your best interest in mind. From financial planning to comprehensive portfolio management, as well as considering both sides of your personal balance sheet, our team’s recommendations are meant to provide the highest value and benefit to you. We work hard to help you pursue your financial goals and optimize your risk profile.

WSF, associated with Raymond James, offers access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. This coincides with our belief that you should have the highest industry designations available. Dustin is a Certified Financial Planner™ designation holder, an Accredited Asset Management Specialist™ and a Chartered Retirement Planning Counselor^®. These designations complement the remainder of our team’s areas of expertise.

Dustin is originally from Lexington, Ohio, and graduated from Ashland University.

Dustin currently resides in Huron, Ohio, with his wife, Lori, and their three children. Dustin is an avid outdoorsman. He enjoys hunting, fishing, boating, athletics and, most of all, doing anything with his family, usually outdoors. “I have been an athlete my entire life and I’m constantly seeking to test myself, knowing that tomorrow I may learn something new, or accomplish something I wasn’t sure I could,” says Dustin.

Dustin believes deeply in serving the community in which he lives and holds the following positions within these organizations:

• Ashland University Board of Trustee Member
• Ashbrook Center Board of Trustee Member
• Sandusky Area YMCA Officer
• Ashland University Business Advisory Council College of Business and Economics Board President