Broker Check

Our Firm

For over twenty years clients have entrusted their financial future to our guidance and leadership. My staff and I are passionate about what we do and the difference we make. Therefore, we each have over twenty years of experience in our profession.  As your financial planner, I will oversee your personal financial plan. Together we will identify your financial goals and work closely to implement a series of strategies that will assist you. We work with teams of specialists to ensure that you will receive efficient, expert, and friendly service.


Our Team

In addition to myself, the main staff member you will be working with is Anissa LaPorte.  Anissa is specifically entrusted to provide the best possible customer service. Her role is to work with Dustin to assist you in defining the goals and visions God has placed inside of you.  When you need information about our financial planning process or to schedule an appointment, she is the one to call. She will coordinate the appropriate team members to respond to your needs: Dustin LaPorte, Certified Financial Planner™; Jeffrey Hartman, Office of Supervisory Jurisdiction; Barbara Marshall, Investment Processor; and Bonnie Neuss, Mortgage Processor.       

Because financial situations are often complex, we typically work directly with you and other professionals to design and implement the strategies to help you achieve your goals. We rely on a network of experts to provide technical advice when required, such as: 

  • Real Estate and Trust/Estate Lawyers
  • Certified Public Accountants
  • Real Estate (commercial and residential) Professionals


Keys to a Successful Relationship: What You Can Expect

You can trust that we will consistently and responsibly perform all requested services promptly.  We will:

  • Treat you with respect, honesty, and dignity.
  • Act as your advisor, putting your interests first.
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time frame.
  • Explain the implications of the strategies we propose.
  • Update you by email, mail, or phone.
  • Meet with you regularly to review.


Keys to a Successful Relationship: What We Can Expect

Effective communication and mutual respect are essential to a successful partnership, so we expect:

  • Trust
  • Respect
  • Sincere Honesty / Complete disclosure
  • Commitment

Our recommendations are always developed with your interest in mind. As our client, all investments, tax, estate and insurance advice will be based on the information you provide to us.  You must be a person of integrity, living within the boundaries of the law. Working together is essential to effective financial planning. We need to make your financial strategies a priority, agreeing to keep each other informed of new developments impacting these strategies.  By regular review, we will be honest and forthcoming about your financial situation through mutual trust, respect, and understanding.


Biography of Dustin LaPorte, CFP®

In 1994, Dustin began his financial services career working for firms such as Raymond James Financial Services, Wells Fargo Advisors, BB&T Securities, Equitable/AXA Financial Advisors and currently owns his own practice. Dustin B. LaPorte is a CERTIFIED FINANCIAL PLANNER™ (CFP®), providing experienced professional planning services. To earn the CFP designation, Dustin had to complete an approved educational program, pass rigorous examinations, and meet stringent experience requirements. He also adheres to the CFP® professional Code of Ethics and fulfills the annual continuing education requirements to remain on the cutting edge of current ideal planning strategies and financial trends.

  • College: University of NC at Charlotte, B.S. degree in Business Administration; The American College, degree in CFP® Certification Education - courses required for CERTIFIED FINANCIAL PLANNER™
  • Seacoast Community Church, All Access Program (Pastoral Leadership Training)– Over 800 hours of comprehensive training and leadership development led by well-known ministry consultant, Mac Lake.
  • Registrations/Licenses: Investments (Series 6, 7, 63, and 65), Insurance (Life, Health, Accident, Long term care, and Disability) and Mortgage.
  • Author of the nationally published book Biblical Strategies to Financial Freedom and the contributor to many financial articles that were published in Chicago Tribute, Physicians Digest, Washington Dateline, Holy City Chronicles, Mercy News (Silicon Valley), Philly Daily (Philadelphia), Richmond Times, Winston-Salem Journal, AdvisorMax, and The Complete Idiot's Guide to Retirement Planning.
  • Personal: Dustin has been married for over 20 years with one daughter. is hobbies include spending time with God, family, and close friends, playing the guitar, walking the beach and exploring Charleston.