Dusty also oversees the Financial Planning team, which serves as a resource for the firms’ Wealth Managers when client planning needs require additional support and in-depth insight, such as topical expertise, unique strategies, and collaboration on complex solutions with multiple outside professional advisors. The Financial Planning team also researches the implications of ongoing government regulations and planning trends and delivers relevant information and training to Wealth Managers so they are equipped to respond to industry shifts and beneficial opportunities for our clients.
Dusty joined True North in 2019, bringing widespread experience in financial planning for ultra-high and high-net worth clients. Prior to joining True North, Dusty was the Director of Financial Planning and the Chief Compliance Officer at Lee Financial Company where she was responsible for financial planning services as well as oversight of the firm’s compliance program.
Dusty is active in the financial planning community and served as the 2018 President of the Financial Planning Association of Dallas/Fort Worth and the 2018/2019 President of the Estate Planning Council of North Texas. She has been quoted in national publications and participated on various panels and speaking engagements on financial planning topics. Dusty has also been listed in D Magazine as a Best Financial Planner (2012-2020).
Dusty received her Doctor of Jurisprudence from Texas Tech School of Law along with her Master of Science degree in Personal Financial Planning and her bachelor’s degree in Family Studies from Texas Tech University. In her spare time, Dusty enjoys running, reading, and spending time with her husband and three children.