Dustin began his wealth management career as a territory consultant with Nationwide Financial. In April of 2019, he transitioned into his current role as an advisor with Financial Strategies Group. Dustin’s passion is helping families experience financial peace through a strategic and well-organized financial plan. Dustin primarily serves the families of a select group of federal government employees, sales representatives and engineers. His clients, among other things, aspire to a ‘work optional’ lifestyle, a level of financial independence to which they have the freedom to work if they desire but not because they necessarily need to.
From the outset, he and his team will walk with you through their 4-D Client Experience Process: Discovery; Design; Discussion; Deployment. Dustin will spend a considerable amount of time learning about you and your family both as people and as investors. He will listen intently to develop a comprehensive understanding of what you want to accomplish financially.
Dustin’s proven, trusted process will help provide clarity for your family’s future and ensure critical steps in your plan are completed along the way. Within his process, Dustin will utilize financial planning software called MoneyGuidePro®. This tool enables him to run best-case/worst-case scenario financial projections on your plan and aggregate all of your accounts, including employer retirement accounts, into one arena. To help ensure all moving parts in your plan are working in tandem, Dustin may look to collaborate with your other professional advisors such as your accountant and attorney.
Dustin is a former college athlete, playing 5 years of football at Georgetown College in Georgetown, KY. A 3-year starter, Dustin earned All-Conference Honors in 2015, 2016 & 2017. Dustin was also a 3-time Academic All-American. He graduated from Georgetown in 2017 with a Bachelor of Arts in Economics.
Aside from financial planning, Dustin is most passionate about the game of football. He currently serves as a coach for ‘The Field’ Football Academy, teaching middle & high school athletes fundamentals of the game. Outside of the office, Dustin enjoys a number of activities including deer hunting & weightlifting, regularly training for and competing in powerlifting competitions. He is also a member of the Rotary Club of Madison, regularly donating time to service projects around the community.
Additionally, Dustin is active within his church family, leading Dave Ramsey’s Financial Peace University class each fall. Passionate about making a difference in the lives of those struggling with mental health conditions, Dustin presents on mental health to high school and middle school students across Huntsville and the surrounding area, sharing his own story about overcoming a personal battle with depression.
As an Investment Adviser Representative, Dustin holds a fiduciary status, legally bound to place clients’ interests ahead of his own. Dustin believes this goes beyond the ‘legal’ and more importantly represents a moral obligation, as he & his team strive to give clients the absolute best possible outcomes for their financial affairs.
The projections or other information generated by MoneyGuidePro® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. MoneyGuidePro® results may vary with each use and over time.
Raymond James is not affiliated with the above organizations and/or charitable causes.