Hi 👋🏼 I’m Dustin, a seasoned CPA and financial advisor with over 24 years of tax expertise. I specialize in working with my clients to provide personalized tax projections and craft tailored financial planning strategies to help them achieve their goals. By building clear, detailed models, I ensure my clients understand their tax obligations and avoid any unwelcome surprises when it’s time to file. Together, we select the best strategy based on their unique tax liability and long-term objectives. My tax experience allows me to review my clients' returns to confirm that every planned tax strategy is accurately implemented and properly reflected.
Noblesville, IN
“My favorite part about working with clients is helping them envision what’s possible. Moving beyond the question of “Will we be okay?”, I take pride in mapping out their future—whether it’s empowering them to give more, spend more, and live more freely, or guiding them to make thoughtful adjustments to stay on track toward their goals.”
Brent's published work
Market Updates & Economic Outlook
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How can I help?
Retirement planning
Tax Optimization
Executive Compensation Planning
We are here to guide you through your compensation negotiation, helping you secure a package that aligns with both your short-term needs and long-term goals.
Investment Management
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Dustin.
Get to know Dustin
Dustin Thomas is a financial advisor at Savvy. With over twenty-four years of experience in the financial industry, Dustin specializes in working with high-net-worth individuals, including executives of public companies, retirees, and physicians.
Dustin's expertise bridges the gap between tax professionals and financial advisors, providing tax-efficient strategies for his clients. He is passionate about helping his clients plan for the future and develop close relationships with them.
Dustin holds the Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) designations. He is also a member of the Financial Planning Association (FPA).
In his free time, Dustin enjoys spending time riding his Can-Am Spyder with his wife, Annette, rooting for the Ohio State Buckeyes, playing golf, and traveling to national parks.
Book a 30-minute introductory call with Dustin.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Tax preparation services are not provided through Savvy Advisors.
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