Dustin works with the Muldoon Team alongside Kathy Muldoon, CFP®, Aaron Hays, CFP® and Marnie Nebeker, RP®. His industry experience has focused on wealth management and financial planning for retirees, pre-retirees and young families in the accumulation phase. He focuses on creating and executing financial planning and investment strategies, portfolio management, investment due diligence and developing and managing client relationships.
Most recently, Dustin spent two years with a Raymond James branch, Southwestern Investment Group, Inc., in Frisco, TX. He provided clients with investment strategies designed to help them create and manage wealth through comprehensive financial planning. Dustin also managed strategic planning, identifying areas of growth and client communications.
Prior to joining Southwestern Investment Group, Dustin spent two years with Raymond James as a compliance advisor at the firm’s headquarters in St. Petersburg, FL. Using his training as a Registered Principal, Dustin performed over 90 compliance visits for independent advisors of Raymond James, evaluating and advising branch managers across the United States on branch processes and procedures.
Originally from upstate New York, Dustin attended the University of South Florida where he graduated with a Bachelor of Science degree in Business Administration. He completed the Financial Planning Certificate Program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds the Series 7, 24, 66, life, health, LTC and annuity insurance licenses.
Dustin currently lives in Dallas, TX with his wife, Alli, and he enjoys spending time playing tennis, traveling and taking walks with their dog Kingsley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.