From left to right:
Dustin Sandlin CFP®, Managing Director - Investments
Haley Carey, Senior Registered Client Associate
Zach Gladen AAMS®, Senior Vice President - Investment Officer
Kate Corder, Client Associate
Steve Kimberlin, CRPC®, First Vice President - Investment Officer
With over 80 years of combined experience, we help you build a foundation for the future. Our team takes the time to listen to your most important values and draws on the strengths and experience of each team member to help you define clear goals and implement thoughtful strategies so you can live the life you choose and pursue your most important goals. Learn More
Comprehensive investment planning may seem complex, but it doesn’t have to be. Our goal is to take the success that you have achieved and create strategies to extend that success forward, so you and your family benefit from it. Learn More
Our planning process is a collaboration with you. We talk about what will happen over the next year, the next ten years, and beyond. We simply ask, “What do you want to have happen? What do you want your success to translate into?” Then we build a structure and strategies to allow that to happen. Since planning is an ongoing process we make adjustments as your needs change. Learn More
We take a comprehensive approach and tailor each strategy to your specific goals and risk profile. Your plan will cover the four cornerstones of wealth planning including, investments, asset protection, liability management and legacy and estate planning strategies. Learn More
Dustin Sandlin has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn his CFP® credential, Dustin has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Zach Gladen has earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate investment planning issues. Additionally, he passed an end-of-course examination that tested his ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Steve Kimberlin has earned the CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Steve focuses on client centric problem solving as he assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.
Dustin Sandlin and Zach Gladen have been named a Wells Fargo Advisors Premier Advisor. Dustin in 2019, 2020 and 2022 and Zach in 2018 and 2019. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Zach Gladen was named as Forbes Top Next Generation Wealth Advisors for 2017. Dustin Sandlin was named as Forbes Top Next Generation Wealth Advisors for 2017, 2018 and 2019. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Dustin Sandlin was awarded as a Five Star Wealth Manager in 2015, 2016 2017, 2018, 2019 and 2020. This award was issued on July 1, 2020 by Five Star Professional (FSP) for the time period July 1, 2020 through June 30, 2021. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4374 Dallas-area wealth managers were considered for the award; 335 (14.6% of candidates) were named 2020 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2019 Award was issued on July 1, 2019 by Five Star Professional (FSP) for the time period July 1, 2019 through June 30, 2020. 3899 Dallas-area wealth managers were considered for the award; 393 (10% of candidates) were named Five Star Wealth Managers. 2018 Award was issued on July 1, 2018 by Five Star Professional (FSP) for the time period July 1, 2018 through June 30, 2019. 3851 Dallas-area wealth managers were considered for the award; 338 (9% of candidates) were named Five Star Wealth Managers. 2017 Award was issued on July 1, 2017 by Five Star Professional (FSP) for the time period July 1, 2017 through June 30, 2018. 2730 Dallas-area wealth managers were considered for the award; 382 (14% of candidates) were named Five Star Wealth Managers. 2016 Award was issued on 06/1/2016 by Five Star Professional (FSP) for the time period 11/30/2015 through 05/18/2016. 2471 Dallas-area wealth managers were considered for the award; 678 (27% of candidates) were named Five Star Wealth Managers. 2015 Award was issued on 07/1/2015 by Five Star Professional (FSP) for the time period 11/30/2014 through 05/18/2015.2862 Dallas-area wealth managers were considered for the award; 684 (24% of candidates) were named Five Star Wealth Managers.