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Dustin Palmer, MBA

Dustin Palmer, MBA

Operational Business Analyst

As our Business Analyst and Lead Paraplanner, Dustin researches and assists in analyzing
investment strategies, client investment portfolios, insurance portfolios and financial plans. Dustin
works closely with John and the team as they create custom and comprehensive plans. In
addition to investment licenses, Dustin also holds life, as well as property and casualty insurance
licenses. He works with clients to help ensure they have the right amounts and right types of
insurance for their households and their businesses.