Dustin Haraway, Cfp®, Aams® Email & Phone Number

Often when we meet with someone for the first time, the first question they ask is this, "What makes you different?" And not to oversimplify things, but our answer is always, "Our People, Our Practice and Our Process." From the outset, we walk with you through our Client Experience Process, known as 4-D: Discovery; Design; Discuss; Deploy. The initial phase involves Discovering if we are a potential fit to partner together for the long-term. We invest a lot of time in getting to know you as a person and as an investor.We then work to Design a customized financial plan for you and your family that brings clarity and confidence to your wealth journey. Before putting the plan to work, we come back together to Discuss the plan in your strategy meetings. Once we have agreed on each and every facet of the plan, we then put your plan to work in the Deployment phase. Within this process, we may look to collaborate with your other professional advisors such as your accountant and attorney. Our philosophy is entirely centered around stewardship, not salesmanship.A little bit on my personal background, I graduated from Georgetown College with a degree in Economics. During my time at Georgetown, I lettered four years on the football team and was an active member of the GC investment team. Outside of the office, I enjoy a number of activities including serving with my church, deer hunting & powerlifting. Passionate about making a difference in the lives of those struggling with mental health conditions, I volunteer time presenting on mental health to high school and middle school students across Huntsville and the surrounding area, sharing my own story about overcoming a personal battle with depression. In addition, I lead Dave Ramsey's Financial Peace University class each fall through my church.

Listed skills include Time Management, Strategic Planning, Leadership Development, Succession Planning, and 30 others.