Dustin began his career in the wealth management industry in 2002, working for a Registered Investment Advisory firm specializing in financial planning, asset management and estate planning.  During that time, he worked with families to create finanical plans tailored to their specific life goals.  His passion is educating his clients on the importance of incorporating cash flow management, tax planning, investment management, insurance planning, and legacy goals in the creation of a comprehensive financial plan.

Dustin graduated from the University of California, Santa Barbara, with a degree in Business Economics.  He also completed his coursework through the College for Financial Planning and is a Certified Financial Planner™. 

He lives in Carlsbad, and during his free time, he enjoys playing golf, exercise, and spending time with his wife, Mariah and their two dogs.

• Advisor of the Year, Mercer Advisors - 2017

• Bachelor of Arts, Business Economics - University of California, Santa Barbara
• Certificate of Completion - College for Financial Planning

• Certified Financial Planner¿
• Series 65

CA, CO, HI, ID, IN, MA, MT, NH, NM, NY, OR, PA, TX, WA