Dustin Lee Poteat | President
With a strong foundation in manufacturing operations and senior leadership, Dustin brings a unique, results-driven perspective to financial planning and investment management.
Before transitioning into the financial services industry, he spent over 18 years leading teams, managing budgets, and driving strategic growth in the manufacturing sector. This hands-on business experience gives him a practical understanding of the financial complexities faced by individuals, business owners, and families alike.
Today, as a registered Investment Advisor Representative, Dustin applies that same analytical based manufacturing mindset and leadership approach to help clients build and preserve wealth. He takes pride in offering fiduciary advice rooted in transparency, trust, and a deep respect for each client’s financial goals. Dustin’s areas of focus include retirement planning, asset allocation, and strategic guidance.
Our Strategic Partners
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Keith Gangl, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Tyler Ellegard CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
To elevate your investment management and financial planning experience, we’ve partnered with Gradient Investments, LLC — a privately owned, SEC-registered investment advisor. Gradient Investments supports financial advisors nationwide, delivering professional money management services, investment research and strategy, and portfolio support based on your unique objectives. Through this partnership, we’re able to offer you innovative strategies and personalized retirement planning services. Please be advised that Gradient Investments, LLC, and Poteat Investment Services operate independently.