Dustin graduated from Texas State University in 2011 with a Bachelor’s degree in Finance and Accounting. While at Texas State he played Football and was active in the Finance Departments Student Managed Investment Fund.
Dustin has 11 years in the financial services industry. Previously, working at Invesco Investment Services where he consulted with financial advisors on retirement plan investment options and Alliance Benefit Group where he worked with financial advisors and business owners to help design qualified retirement plan (i.e., 401k, DB, etc..) to best fit the business needs.
As he progressed through his career Dustin developed a passion for helping business owners and their employees retire on their terms by customizing retirement plans that could work for different organizations. This is in addition to his desire to help individuals and families achieve their financial goals with personalized solutions by understanding what is most important to them.
Dustin grew up in Tomball, Texas and attended Tomball High School. He currently resides in the Heights area and stays active with sports leagues in Houston. He also spends time with his family and six nieces and nephews that all reside around Houston as well.
He is a Chartered Retirement Plan Specialist (CRPS) and holds the Series 7 and Series 66 Registrations in addition to his Texas Life and Health Insurance Licenses.