Dustin is a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional at Team Wealth & Tax Advisors. He is committed to building meaningful, long-term relationships with clients and helping them make informed decisions about their wealth, retirement, and taxes.
Dustin takes a practical, personalized approach to financial planning. He works with clients to bring clarity to complex financial decisions and develop strategies aligned with their goals, values, and vision for the future.
He earned a bachelor’s degree in Finance from California State University, San Bernardino; a Certificate in Personal Financial Planning from Metropolitan State University of Denver; and completed the Certified Investment Management Analyst™ program through the Wharton School of the University of Pennsylvania.
When he is away from work, Dustin enjoys time with his wife, Courtney, and their son. They especially enjoy camping, off-roading, and boating together.