Dustin began his career in January of 2018 with Nationwide Financial. He transitioned into his current role with Financial Strategies Group in April of 2019. Dustin and the FSG team have developed and refined a process they walk clients through in order to provide thorough and objective advice to you and your family. They call it their D-4 planning process: Discovery; Design; Discussion; Deployment. From the outset, they will spend a considerable amount of time learning about you and your family and the goals you aspire to accomplish. They will listen intently in order to gain a better understanding about the details of your life. Once the discovery phase has taken place, Dustin and his team strategize with clients to develop solutions that can easily adapt and evolve as the uncertainties of life unfold. Throughout this process, they will help you address a number of needs, including, but not limited to, wealth accumulation strategies, retirement income planning, tax planning, cash management, risk management, education planning & wealth transfer planning.
Dustin will utilize financial planning software known as Goal Planning & Monitoring (GPM). This tool enables him to run best-case/worst-case scenario financial projections and aggregate all of your accounts, including employer retirement accounts, in one arena.
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. In 2017, he was voted to the Kentucky Pro Football Hall of Fame All-Commonwealth Team. Dustin was also a 3-time Academic All-American. He graduated from Georgetown in 2017 with a Bachelor of Arts in Economics & Communication.
He is a member at Church of the Highlands in Huntsville and actively serves on the church’s ‘Dream Team.’ He is also active in Highlands small groups, leading a Financial Peace University Group each fall. Dustin volunteers with Huntsville’s chapter of the National Alliance on Mental Illness (NAMI), making presentations on mental health to high school and middle school students across the Valley. In addition, he faithfully serves with the local NE Alabama Fellowship of Christian Athletes organization, speaking at schools and events across the Huntsville area.
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. In his free time, he enjoys weightlifting, outdoor activities like hunting & fishing and managing a small side business with his dad, Steve. He is the older of two brothers. His younger brother, Dylan, is a teacher & football coach at Hewitt-Trussville High School in the Birmingham, AL area.
Dustin is a registered investment advisor representative and plans to begin the process of obtaining his CERTIFIED FINANCIAL PLANNER™ designation this fall.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.