Dusty Wallace, CFP®, JD

Wealth Advisor & Director of Financial Planning

  • Dusty serves as a Wealth Advisor and Director of Financial Planning at Strata Wealth Advisors, overseeing the governance, advancement and application of the firm’s financial planning process. She also serves as an advanced financial planning resource for the firm’s Wealth Advisors when a client requires sophisticated strategies and extensive analysis.

    Dusty monitors ongoing government regulations and planning trends so that Strata’s Wealth Advisors can respond to legislative shifts and beneficial opportunities for our clients. She also collaborates with outside relationship advisors for topical expertise and unique strategies for more complex situations.

    Dusty joined Strata in 2021, bringing over 17 years of experience in financial planning for ultra-high and high-net worth clients. Prior to joining Strata, Dusty was the Vice President of True North Advisors and before that she served as the Director of Financial Planning and Chief Compliance Officer at Lee Financial Company.

    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 (JD) 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 working out, reading and spending time with her husband and three children.

    Areas of Expertise

    • Generational wealth transition planning
    • Estate tax mitigation planning
    • Charitable gifting strategies
    • Retirement income management
    • Asset protection
    • Big picture financial planning