Dusty Wallace
- Role
- President & Director of Financial Planning at Strata Wealth Advisors, Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
President & Director of Financial Planning
Aug 2021 — Present
As the President and Director of Financial Planning at Strata Wealth Advisors, I oversee the firm along with the governance, advancement and application of the firm’s financial planning process. I also serve as an advanced financial planning resource for the firm’s Wealth Advisors when a client requires sophisticated strategies and extensive analysis. As a Wealth Advisor, I work with clients on determining their financial goals and developing a plan with them to meet those goals. The plan is continuously monitored and adjusted as needed to ensure it does not get off track. I monitor ongoing government regulations and planning trends so that Strata’s Wealth Advisors can respond to legislative shifts and beneficial opportunities for our clients. I also collaborate with outside relationship advisors for topical expertise and unique strategies for more complex financial planning situations.
Education
Texas Tech University School of Law
Doctorate of Jurisprudence, Law
2001 — 2004
Texas Tech University
MS Personal Financial Planning, Financial Planning
2003 — 2004
Texas Tech University
BS Family Studies
1996 — 2000
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