Dusty serves as the President and Director of Financial Planning at Strata Wealth Advisors, where she is responsible for implementing the firm’s strategic direction, operations, and the oversight of its financial planning process. In her role, she works closely with the leadership team to drive firm initiatives, enhance client service offerings, and support the professional development of the firm’s employees.
As Director of Financial Planning, Dusty plays a key role in shaping and refining the firm’s financial planning strategies. She provides guidance on advanced planning topics and collaborates with Wealth Advisors on complex client matters. Additionally, she monitors regulatory developments and industry trends to help ensure that the firm remains informed of potential impacts on financial planning strategies. She also works with outside professionals to integrate specialized expertise into client solutions when appropriate.
Dusty joined Strata in 2021, bringing years of experience in financial planning and leadership roles. Before joining Strata, she was Vice President of Financial Planning at True North Advisors and previously served as Director of Financial Planning and Chief Compliance Officer at Lee Financial Company.
She has been actively involved in professional organizations, serving 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. Additionally, she has contributed to industry discussions through speaking engagements and panel participation on financial planning topics.
Dusty earned her Doctor of Jurisprudence (JD) from Texas Tech School of Law, as well as a Master of Science in Personal Financial Planning and a bachelor’s degree in Family Studies from Texas Tech University.
Outside of work, she enjoys staying active, reading, and spending time with her husband and three children.