Dusty Wallace in

Dusty Wallace

Evaluator · DISC type sdc
President & Director of Financial Planning at Strata Wealth Advisors, LLC
📍 Dallas, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
President & Director of Financial Planning
Job Level
Mid-senior
Location
Dallas, Texas, United States
Personality Overview

How Dusty shows up

Fast But Analytical
Hard To Convince
Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Dusty cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2021
President & Director of Financial Planning
Strata Wealth Advisors, LLC
6-2019 - 8-2021
Vice President of Financial Planning
True North Advisors
5-2004 - 6-2019
Director of Financial Planning, Chief Compliance Officer
Lee Financial Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2004
MS Personal Financial Planning
Texas Tech University
2001 - 2004
Doctorate of Jurisprudence
Texas Tech University School of Law
1996 - 2000
BS Family Studies
Texas Tech University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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