About

Since beginning his career in 1996 after graduating from Delta State University in Cleveland, Mississippi, Dustin has dedicated nearly three decades to guiding clients toward financial success. His journey started at Charles Schwab, where he spent 19 years honing his expertise in wealth management and investment planning. In 2015, he left the corporate world to work for his clients independently, driven by a passion to serve their needs without the constraints of corporate agendas. As a CERTIFIED FINANCIAL PLANNER®, Dustin focuses on building deep, personal relationships with his clients, taking the time to understand their unique goals, family dynamics, and dreams. His mission is to craft tailored strategies that help them achieve their retirement goals, ensuring their financial future is secure. What sets his work apart is his genuine love for what he does and the clients he’s blessed to serve. Unlike many, he has no retirement date in sight—helping his clients thrive is what fuels him every day. Running his own practice allows Dustin to prioritize his clients’ interests above all else, free from external pressures. This independence ensures that every decision he makes is in their best interest. Outside the office, Dustin has been the head coach of the Lake Brantley High School junior varsity baseball team since 2016, where he finds joy in mentoring young athletes while giving back to his community. He shares his life with his wife, Molly, and they are proud parents to two incredible daughters currently pursuing their college dreams.

Rick Humphreys is a seasoned wealth management professional with a passion for building strong client relationships. A Marshall University graduate, Rick has been in the financial industry since 1999, including an 18-year tenure at Charles Schwab, where he honed his expertise in client-focused wealth management. Known for treating clients like family, Rick’s greatest strength lies in fostering trust and personalized connections. In pursuit of serving his clients’ best interests, he left Schwab to work independently, free from corporate constraints. Outside of work, Rick is a dedicated family man, married with several children, and finds joy in tending to his farm and caring for his horses.