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 Counselor^SM, 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 Counselor^SM 

·         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)

Jerrod has been in the financial services industry since 1992 and a financial advisor since 2002. Jerrod utilizes the experience he has gained from over 30 years in financial services strategically helping his clients work to reach their organizational and personal financial goals.  This includes asset allocation, retirement income strategies, tax efficient strategies, portfolio construction and communication with clients.  Jerrod takes pride in knowing his clients well to help better develop personalized investment plans and strategies for them and their families.


Jerrod has lived in Alexandria since 1996 and been active in the community as a youth soccer, football, basketball and baseball coach. He has also been involved with his church, Sertoma and the Alex Area Baseball Association. He and his wife, Joy, have three adult sons (Casey, Conner and Nate) and enjoy spending time outdoors walking, hiking, snowmobiling and hunting.


Education

·         Bachelor of Arts in Finance from St. Cloud State University

 

Registrations and Licenses

·         Series 7 and 66 Securities Registrations
 
·         Minnesota Insurance Licensed

As a Registered Client Associate, Jodi works with clients by supporting multiple aspects of their day to day financial needs, handles our business owner client’s qualified retirement plans and designs and maintains systems designed to enhance the team’s ability to deliver timely strategies for clients.  She holds her Series 7 and 66 securities registrations.  Jodi has 25 years in training and human resources. 

Jodi grew up in Villard, MN.  Jodi and her husband, Mike, live in Osakis where they raised two wonderful daughters.  She enjoys spending time with her family and friends.

As a Registered Client Associate, with over 20 years of experience in the finance industry, Jen carries many responsibilities, all focused on providing our clients with an exceptional experience. She works closely with the advisors and clients to establish accounts, execute money movement, implement cash flow plans and execute trades. She works diligently to deliver timely strategies for our clients.

Jen grew up in Brandon, MN. Jen and her husband, Jason, and their two children live in the Garfield area.  She enjoys spending time with her family and friends, especially out on the lake in the summer.

As a Client Associate, Jackie has several responsibilities, all focused on providing our clients with an exceptional experience. She coordinates the calendars of our team members, establishes accounts and works with the systems that enhance the practice’s ability to deliver timely results for clients.

She has over 29 years of experience in various administrative and customer support roles.

Jackie, her husband, Trevor, and their two daughters moved to Alexandria in 2006. They are proud to be part of such a great community. Jackie and her family enjoy camping, hiking, traveling, and spending time with family and friends.