Dustin Roberts

Seventeen years ago, I was recruited into banking as a Business Banker for a community bank. I loved working with business owners - learning their stories, understanding how they operated, and seeing firsthand how they generated revenue and planned for growth. Being raised by parents who started a small business together, I really connected with small business owners. I understood their operations and capital needs, but I also noticed a significant gap, being that many lacked long-term financial planning. Most didn’t have investment or retirement accounts, and estate planning was often overlooked. Their business was their passion, and they poured everything into it, often at the expense of securing their financial future. Recognizing this need, I expanded my expertise by working in personal and private banking with institutions like JP Morgan, BBVA, and U.S. Bank Private Wealth Management. In 2012, I became a financial advisor to help clients bridge these gaps. Rather than simply selling financial products, I take a comprehensive approach, diving deep into each client’s financial picture to build a true partnership. My goal is to ensure every client has clarity, confidence, and a solid plan in place.

I have the privilege of working with a diverse group of clients, including doctors, dentists, CPAs, attorneys, business owners, and real estate investors. My focus is on individuals who recognize the value of strategic financial planning and want expert guidance in building, protecting, and optimizing their wealth. Whether they’re navigating complex tax strategies, planning for retirement, or seeking to grow their investments, I provide tailored solutions designed to address the personalized needs of each client.

My expertise includes investment management, cash management strategies, and private wealth management. I work closely with clients to optimize their insurance coverage, enhance business operation efficiency, and develop tailored financial strategies that align with their long-term goals. Above all, I prioritize strong client relationships, ensuring that each individual or business I work with receives personalized guidance and a comprehensive approach on their journey to achieve financial success.

My approach to financial strategy is comprehensive and tailored to each client’s unique situation. I call it financial trimming - kind of like a tree. For businesses, I conduct a full financial review, identifying opportunities to increase efficiency, reduce unnecessary costs, and optimize cash flow. This includes evaluating loans, lines of credit, and treasury management strategies to ensure businesses are operating as effectively as possible. For personal clients, I take a holistic view of their financial landscape, reviewing bank and investment accounts to ensure alignment with their goals. I help clients strategically allocate funds, assess and update trust documents, and explore ways to enhance estate planning strategies for long-term family benefit. Many trusts become outdated over time, and I work closely with clients to ensure their estate plans reflect their current wishes and take advantage of available strategies. My expertise also extends to personal and business lending, multi-family investments, SBA financing, commercial real estate, and home equity solutions. Above all, client experience is my top priority. I pride myself on being readily available, offering a level of personal service that makes clients feel heard, supported, and confident in their financial future. I treat my clients like family, building relationships based on trust, transparency, and long-term partnership.

My favorite part of working with clients is that I get the honor and privilege to learn their story and see what is important to them. It is only after I truly learn what is important to a client before any recommendations are made. I love being the trusted advisor that people know they can come to. My clients all know that we are on the same team, and we will work together to accomplish their goals. When I provide true value to my clients, I get an overwhelming sense of joy, and I take that responsibility seriously.

What continues to excite me most about working with Savvy is the firm’s commitment to innovation, independence, and client-first service. In my opinion and experience, too many traditional firms rely on outdated technology, making it frustrating for clients to access and manage their financial information. Savvy is committed to changing that by providing an all-in-one dashboard that offers a comprehensive view of a client’s financial picture. I also value the freedom and flexibility Savvy provides. This independence enables me to focus solely on my clients’ needs, without pressure, without distractions, so I can build meaningful, long-term relationships and create strategies tailored to their success.