Dustin is a CERTIFIED FINANCIAL PLANNER® professional, Enrolled Agent, and Certified Trust and Fiduciary Advisor who has been helping individuals and families make sense of complex financial decisions since 2011. With a focus on tax and retirement planning, he enjoys getting to know the people behind the numbers and helping clients build thoughtful strategies around what matters most to them.

Having grown up in the Rochester area, Dustin has strong ties to the community he serves. He volunteers with the American Red Cross, serves on the Arc Ontario Foundation Board, and is a member of the Estate Planning Council of Rochester and the National Association of Enrolled Agents.

Outside of the office, Dustin enjoys spending time with his wife and their two children. His family enjoys traveling and catching baseball games at different ballparks along the way. Dustin also enjoys staying active and serves as a group fitness instructor in his community.