Dusty Wallace

I serve as the President and Director of Financial Planning at Strata Wealth Advisors, overseeing the firm along with the governance, advancement and application of the firm’s financial planning process. I also serve as an advanced financial planning resource for the firm’s Wealth Advisors when a client requires sophisticated strategies and extensive analysis.

As a Wealth Advisor, I work with clients on determining their financial goals and developing a plan with them to meet those goals. The plan is continuously monitored and adjusted as needed to ensure it does not get off track.

I monitor ongoing government regulations and planning trends so that Strata’s Wealth Advisors can respond to legislative shifts and beneficial opportunities for our clients. I also collaborate with outside relationship advisors for topical expertise and unique strategies for more complex financial planning situations.