Dustin Newton, CFP®
Financial Advisor
Dustin is a financial planner with a passion for helping career-focused professionals and entrepreneurs build long-term financial success through comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER™ professional, he specializes in comprehensive financial plan development, topic research, and personalized financial education. Dustin believes that truly comprehensive financial advice can provide the clarity and confidence necessary for families to implement their own well-informed decisions.
Dustin graduated with a degree in Finance from James Madison University and completed the CFP Board’s rigorous certification program, consisting of education, an exam, experience, and ethics requirements.
As a financial planner, he has collaborated with individuals and families to develop detailed strategies and provide clarity when making major financial decisions. With multi-generational planning opportunities, he has been fortunate to work with families of various ages, levels of wealth, educational backgrounds, and personal lifestyles. From the first dollar saved to the last dollar spent, Dustin has helped families in all stages of life create a path to and through financial independence. Every financial plan is unique, and he enjoys going beyond the ‘rules of thumb’ to help families refine their financial paths.
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Robert Kellis
Financial Advisor
Rob works with clients in seeking to reduce as much anxiety and fear as possible, so they can strive to relax and enjoy the benefits of retirement. He especially enjoys getting to know the personal side of clients and their families and appreciates the opportunity to contribute to helping them pursue the life they want to live. With a background in chemical engineering, Rob approaches his client’s goals with an analytical risk management mindset in seeking to effectively solve financial problems.
Rob graduated from Rensselaer Polytechnic Institute with a bachelor’s degree in chemical engineering. After starting his career with E.I. du Pont de Nemours, he held increasingly responsible positions with Honeywell International before starting his financial services career in 2001. Rob also volunteers his time as a Life Connections Program Mentor with the Federal Correctional Institution in Petersburg, Virginia.
Outside of work, Robert enjoys playing golf and taking family vacations. He and his wife, Sharon, have three daughters, Elizabeth, Caroline and Catherine, and recently added a new member to their family - a basset hound named, Mabel.
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