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Client Centered

You can call me Dustin.  I am mostly Filipino with a mix of Chinese and Irish.   My parents came to America from Manila, Philippines back in 1976.  The core values I built this firm on are the same values I was raised with growing up; family first and show respect to earn it. I went as far as naming the firm after my son and mother.

I love what I do. As an independent CERTIFIED FINANCIAL PLANNER™ I work and talk to clients every day of the week. I enjoy making huge differences in people’s lives by getting them to their end financial goals. I work with people throughout Chicago and across the country through screen shares/video calls.

I am happily married to my beautiful wife Aiemee. We have two healthy boys that bring so much joy to our lives. We make our home in Bartlett, IL. All of us are diehard Chicago Bears fans. Sorry, no meetings when they play!

I was a former boxer that competed at the 165lb weight class while at the University of Illinois in Champaign-Urbana. I received my B.A. in Economics. I-L-L! You can probably guess my favorite boxer, Manny “Pacman” Pacquaio. If I am not working I am spending quality time with my wife and son. My mother and two brothers are my key role models. That is a little about me.

I may or may not be the right advisor for you but I would love to find out. Let's talk to see if we could be a good fit.

These are my credentials.

The CFP® or CERTIFIED FINANCIAL PLANNER™ Certification is the most respected financial credential for financial planners, financial firms, and those seeking the advice of a financial planner. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

The AWMA® or Accredited Wealth Management Advisor℠ certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients.

The ChFEBCor Chartered Federal Employee Benefits Consultant℠

Federal Benefit Professionals complete extensive training to become a ChFEBC℠ (Chartered Federal Employee Benefits Consultant℠). They are required to stay up-to-date on the ever-changing Federal Government Benefits Programs. They have extensive knowledge about FERS, CSRS, Special Provisions (LEO, FF, ATC, CBPO, MRT)

Series 7 License: General Securities Representative & Series 66 License: Uniform State Law.

Life & Health Insurance License & Property & Casualty Insurance License