As a portfolio manager, Dustin has the opportunity to listen to clients to discover their unique situations and then create a personalized plan to help them meet their financial goals. The most satisfying part of his job is building relationships and constantly striving to do what’s best for clients.
Dustin works with a wealth advisory team to manage client portfolios and participate in the advanced planning process to address retirement, estate and tax considerations.
He joined Buckingham Strategic Wealth in 2015 after serving as a portfolio analyst at Summit Strategies Group. Dustin earned a bachelor’s degree from Illinois College and an MBA from Webster University.
Dustin enjoys spending time traveling, as well as participating in and watching sports — particularly the St. Louis Cardinals.