Dustin has been with the Firm serving various roles, since 2003. His focus is on developing strategies and solutions based upon his clients risk tolerance, time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation for high net worth individuals, their families and their businesses.
Dustin’s approach to wealth management puts you at the center of all he does. By taking the time to listen to his clients and review their individual financial situations, preferences and goals he can see where his clients are today and where they want to be tomorrow. Using this knowledge he recommends asset allocations which are tailored to reflect his client’s needs and aspirations. Finally, Dustin follows up with discussions covering a wide range of opportunities, including investments, business services, retirement and estate planning services. All of this leads to a customized strategy that is designed and reviewed to assist his clients in finding confidence and helping them reach their financial goals.
Open and honest communication is the cornerstone to building a life long relationship with his clients. This requires a solid, scheduled review process and, more importantly, availability for questions or concerns that may arise in between. Dustin strives to be available to guide and advise his clients through anything that life or the markets can unveil, an essential resource in their financial lives.
Dustin has been a resident of the Las Vegas valley for more than 20 years. He enjoys giving back to the community through a number of local charities. In his free time, Dustin is an avid reader, loves to listen to live music and travels whenever possible.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.