Dustin enjoys working with financially savvy professionals (investment, finance, legal, accounting, and real estate professionals) and families with complex financial needs. When advising clients, he works to better understand their full picture and enjoys helping them get financially organized and invested intelligently. Rather than focus on many of the false narratives sold by Wall Street product machines, Dustin takes an evidence based approach to financial advisory, one that prioritizes items that can make the largest positive impact on financial outcomes. He, along with the team at Verum Partners, believes that a true financial adviser must put the needs of the client above all else. In addition to serving clients, Dustin chairs Verum’s Investment Committee, the body charged with setting the firm’s investment program. Dustin works every day to ensure that he and the Verum Team are building a culture that prioritizes our three core values: Candor, Competence, and Compassion.
In addition to his responsibilities at Verum Partners, Dustin enjoys spending time with his wife, three young children, and golden retriever. When he finds a rare moment of free time, he enjoys getting out to the golf course for a quick round with friends. Additionally, Dustin enjoys working out with the F3 Nation, staying involved with College of Charleston’s School of Business Investment Program, and College of Charleston’s Men’s Golf Team. He previously served on the United Way of Central Carolinas Young Leaders Council where he chaired the Impact & Membership Committee.
At Verum Partners
Lead Financial Adviser
Investment Committee – Chair
Board of Directors – Managing Member
Previous Experience
Carolinas Investment Consulting – Consultant & Director of Research
TIAA-CREF Asset Management (now Nuveen) – Director, Investment Product Management & Development
TIAA – Analyst, Pension Operations
Education & Professional Designations
B.S. College of Charleston – Business Administration with Finance concentration
• Beatty Business Scholar recipient
• Men’s Golf Team – Member & Co-captain
Chartered Financial Analyst® (CFA®) charterholder
Additional Information
CFA® Institute – Member
CFA® Society North Carolina – Member
United Way of Central Carolinas Young Leaders – Past Co-Chair, Impact & Membership Committee
