Client Advisor and Branch Manager
Dustin’s career in the investment management industry began in 2002. He has a wealth of experience in the areas of investment management, tax planning, retirement planning, insurance, and estate planning. In addition to helping clients create custom portfolios to suit their risk and return profiles, he also creates comprehensive financial plans to help them reach their long-term financial planning goals. Dustin graduated from the University of California, Santa Barbara, with a degree in Business Economics, is a graduate of the College for Financial Planning, and also holds the FINRA Series 65 license. Dustin is working toward obtaining his CFA charterholder designation.