A St. Lawrence University graduate, Dustin spent over 15 years in the property and casualty insurance industry, where he held technical leadership positions focused on pricing strategy, product design, and underwriting infrastructure. In these roles, he orchestrated cross-functional partnerships to develop and implement scalable solutions that met complex business objectives— experience that strengthened his analytical skills, attention to detail, and problem-solving approach.
In 2024, Dustin made a deliberate transition into financial services, joining R.W. Rogé & Company with a commitment to applying his technical acumen to help families and individuals navigate their financial futures. This career evolution reflects his passion for continuous learning and his dedication to making a meaningful impact in clients' lives.
At Core Wealth Advisory, Dustin brings a unique blend of technical expertise and client-centered service to his role. He serves as a technical and administrative partner to the firm's advisor team, ensuring every client receives an exceptional experience. His responsibilities encompass collecting and organizing detailed client financial data, preparing comprehensive investment and financial planning reports, and supporting the implementation and follow-through of tailored financial strategies. Dustin enables advisors to deliver informed, strategic recommendations while maintaining the highest standards of service and precision and brings a unique blend of technical expertise and client-centered service to his role at Core Wealth Advisory. Dustin is committed to helping clients feel confident and empowered in their financial decisions, bringing the same process-driven excellence that defined his insurance career to every interaction at Core Wealth Advisory.
Dustin holds his FINRA Series 65 securities registration through Commonwealth Financial Network® and is actively advancing his professional credentials, including pursuing additional licensing, and working toward his CFP® designation.
A Maine native, Dustin resides in Middleton with his wife, Katelyn, and their two children, Nico and Poppy. His family keeps him energized and grounded, and when time permits, he enjoys unwinding on the golf course.