Dustin supports the design, implementation, and ongoing management of life insurance and risk management strategies for individuals, families, and business owners. As Director of Insurance, he guides each case from initial analysis through underwriting, placement, and ongoing policy oversight, working closely with advisors and clients to deliver a seamless, high-touch experience.
With over 15 years of experience in the insurance and financial services industry, he brings a deep understanding of product mechanics, competitive positioning, and advanced case design. His background in insurance analysis allows him to evaluate complex life and long-term care solutions, anticipate underwriting considerations, and structure policies that align with broader estate, tax, and liquidity planning objectives. He is focused on expanding his advisory leadership and serving as a strategic partner in the development of comprehensive risk management plans.
Known for his analytical approach and attention to detail, Dustin is passionate about helping clients and advisors translate complex insurance structures into clear, actionable strategies that serve clients across generations.
Dustin lives in Akron, OH with his wife Kate and 3 boys Jack, Atticus, and Rory.
EDUCATION, DESIGNATIONS & PROFESSIONAL AFFILIATIONS:
- Certified Financial Planner® (CFP®)
- Chartered Life Underwriter® (CLU®)
- FINRA Series 7 & 24 registrations
- Bachelor of Science in Business Administration, University of Akron