Dustin Serviss CFP CLU CIM CHS
Life-long learning is a core belief for Dustin, and while he has many letters behind his name, he strives to acquire new knowledge and is eager to share it to the benefit of his clients and friends. Helping others in the business realm, as evidenced in assisting with the Advocis Eduvacation for financial advisors in 2013, Dustin is committed to community service as well: business mentoring of S.D. 23 high school students, volunteering with Junior Achievement, Ambassador for the Chamber of Commerce, past member of Central Okanagan Search and Rescue, and supporter of KGH Foundation. He enjoys hosting client events designed to get people involved and active, have fun and where local charities are the benefactors of any proceeds.
Dustin, his wife Jody and two sons Arlo and Jasper enjoy an active and adventurous Okanagan lifestyle, participate in a variety of outdoor and cultural activities, and appreciate the people, amazing food and wine and the vibrant culture of Kelowna.Designations: Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) Chartered Investment Manager (CIM) Certified Health Speacialist (CHS)