Whatever your investing or retirement planning requirements; tax efficiency, environmental sustainability, taking care of your heirs or just the comfort of knowing you are dealing with an experienced professional, at Ascent Financial Group we ensure that our clients receive a personalized service.
We're passionate people who want to be your lifelong resource to ensure your ultimate success. We partner alongside you to provide clarity and direction; freeing up time and mental space for you to do more of what you enjoy. Learn more about the Ascent team:
Dustin helps clients identify financial strategies that best coordinate with their situation and goals. He focuses on retirement income distribution plans and tax efficient strategies, and he especially loves working with couples who are preparing for retirement.
His mission is to give them confidence about their spending and giving strategies so they can enjoy their success, take care of the people and things they care about, and feel peace about the future. Dustin also consults with business owners about their corporate benefit plans and executive compensation strategies and helps them identify ways to improve financial literacy for employees.
Dustin knows financial planning is deeply personal and relational, and he loves making people feel encouraged and cared for. With his knack for problem solving and desire to see others succeed, he knows he’s right where he needs to be—helping change lives, marriages, families, businesses, and communities for the better.
EDUCATION & DESIGNATIONS
James Madison University – bachelor’s degree in Finance
CERTIFIED FINANCIAL PLANNER™ Professional
EDUCATION & DESIGNATIONS
Dustin lives in Charlottesville, Virginia, with his wife Elizabeth, a business owner helping women thrive in pregnancy. In 2023, they celebrated their 10th wedding anniversary, and they have three daughters - Lila (5), Colette (2) and Maddie (2).
Dustin and his family spend a lot of time together at home, at parks, or visiting family. Dustin is an avid golfer and has also enjoyed playing in an adult soccer league in Charlottesville. In his spare time (what little there is), Dustin enjoys exploring new restaurants, traveling, and doing house projects.
Rob works with clients in seeking to reduce as much anxiety and fear as possible, so they can strive to relax and enjoy the benefits of retirement. He especially enjoys getting to know the personal side of clients and their families and appreciates the opportunity to contribute to helping them pursue the life they want to live. With a background in chemical engineering, Rob approaches his client’s goals with an analytical risk management mindset in seeking to effectively solve financial problems.
Rob graduated from Rensselaer Polytechnic Institute with a bachelor’s degree in chemical engineering. After starting his career with E.I. du Pont de Nemours, he held increasingly responsible positions with Honeywell International before starting his financial services career in 2001. Rob also volunteers his time as a Life Connections Program Mentor with the Federal Correctional Institution in Petersburg, Virginia.
Outside of work, Robert enjoys playing golf and taking family vacations. He and his wife, Sharon, have three daughters, Elizabeth, Caroline and Catherine, and recently added a new member to their family - a basset hound named, Mabel.
A few of the top ways we bring value to our client's lives through financial planning