An Introduction
Dustin has been active in wealth management and financial services since 2012, specializing in comprehensive financial planning and investment management. He works closely with individuals and families to navigate life’s financial decisions with clarity and confidence—helping them prepare for and navigate retirement while still enjoying the present. He works with clients across various stages of life, with a focus on tax-efficient investing and retirement income planning.
Dustin began his career with our team as an analyst and para-planner after working as an internal auditor at a community bank. Over the years, he has developed hundreds of financial plans and customized portfolios, building a deep understanding of both the technical and practical sides of financial decision-making.
Outside of work, Dustin and his wife, Sarah, enjoy staying active with their three children, spending time outdoors, and being involved in their community.
Degrees & Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- BA University of Minnesota – Morris
- Series 7, 63 securities registrations, held through Commonwealth Financial Network®
Memberships & Involvement
- Board Member, New Ulm Public Library
- Parish Council Member
- Youth Baseball Coach
- Greater Mankato Growth Leadership Institute Alumni
