Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Dustin Sandlin, CFP®

Dustin Sandlin, CFP®

    • Senior Vice President - Investment Officer
    Focus

    As a Financial Advisor, I provide wealth management advice to individuals, trust, retirement plans, charitable organizations and businesses. Through a long-term approach, I assist clients in developing and implementing strategies designed to help them build wealth and realize their goals. My mission is to provide objective and timely financial advice and guidance - with a high level of professional service - in building and preserving wealth for my clients.

    Background and experience

    I have helped clients develop strategies to meet their specific needs and goals for over 13 years.  I have experience in major shifts in the markets and understand the importance of communication through all market cycles.  I   hold a Bachelor's Degree in Marketing and a Master's Degree in Personal Financial Planning from Texas Tech University.  I have also earned the CERTIFIED FINANCIAL PLANNER ™ (CFP®) practitioner certification.  For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.  

    Away from the office

    Active in the local community, I participate in many civic and community organizations.  I have been the past executive director of the Pottsboro Chamber of Commerce where I served as Treasurer for 3 years.  I enjoy the outdoors and spending time with family.  My wife Kristin and I have two children, Bryson and Lincoln.