An Introduction
Dustin has been active in the wealth management and financial services industries since 2012. He specializes in comprehensive financial planning and investment management. Dustin enjoys helping guide clients into their retirement years with financial security and confidence.
Dustin initially joined our firm as an analyst and para-planner and, prior to that, was an internal auditor at a community bank. Through the development of hundreds of financial plans and customized portfolios, Dustin’s incredible depth of knowledge makes him an invaluable resource and a key member of our team. He’s grateful to have made the transition to a role focused on personal finance and investments as it allows him to work closely with our incredible clients and have a meaningful impact on their lives.
Dustin and his wife, Sarah, live in New Ulm with their three children. As a family, they enjoy hiking in Flandrau State Park, making weekly stops at the library, and barbecuing in their back yard.
Degrees & Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- BA University of Minnesota – Morris
- Series 7, 63 securities registrations, held through Commonwealth Financial Network®
