Dustin helps clients identify financial strategies that best coordinate with their situation and goals. He focuses on retirement income distribution plans and tax efficient strategies, and he especially loves working with couples who are preparing for retirement.
His mission is to give them confidence about their spending and giving strategies so they can enjoy their success, take care of the people and things they care about, and feel peace about the future. Dustin also consults with business owners about their corporate benefit plans and executive compensation strategies and helps them identify ways to improve financial literacy for employees.
Dustin knows financial planning is deeply personal and relational, and he loves making people feel encouraged and cared for. With his knack for problem solving and desire to see others succeed, he knows he’s right where he needs to be—helping change lives, marriages, families, businesses, and communities for the better.
EDUCATION & DESIGNATIONS
OUTSIDE OF WORK
Dustin lives in Charlottesville, Virginia, with his wife Elizabeth, a business owner helping women thrive in pregnancy. In 2023, they celebrated their 10th wedding anniversary, and they have three daughters - Lila (5), Colette (2) and Maddie (2).
Dustin and his family spend a lot of time together at home, at parks, or visiting family. Dustin is an avid golfer and has also enjoyed playing in an adult soccer league in Charlottesville. In his spare time (what little there is), Dustin enjoys exploring new restaurants, traveling, and doing house projects.
