Dustin focuses on using a collaborative approach with clients to identify their goals and values, then develops an investment plan and investment strategy that aligns with those goals and values. This includes asset allocation, retirement income strategies, tax efficient strategies, portfolio construction and communication with clients.
Before Snyder Thornburg Wealth Management, Dustin was a financial advisor at a large brokerage firm and an attorney in private practice primarily focused on estate planning and civil litigation (no longer practicing). Dustin is a Chartered Retired Planning CounselorSM, a certification specific to retirement planning for individuals.Dustin is a Chartered Retired Planning Counselor, a certification specific to retirement planning for individuals. He graduated Magna Cum Laude from the University of North Dakota and has a Juris Doctor degree from William Mitchell College of Law. At the University of North Dakota, Dustin was a decorated cornerback and captain on the football team.
Education
· Bachelor of Arts, University of North Dakota
· Juris Doctor, William Mitchell College of Law
Registrations, Licenses and Certification
· Series 24, General Securities Principal
· Series 7, General Securities Representative
· Series 66, Uniform Combined State Law Examination
· Chartered Retirement Planning CounselorSM
· Minnesota State Insurance License
Community Involvement
· Alexandria Covenant Church, Member
· Knute Nelson (former Board Member)
· Caring Hands Dental Clinic (former Board Member)
· Unity Foundation of Alexandria (former Board Member)
· St. Mary’s School Trust Fund (former Board Member)