Dustin Wolk, CFP®

Client Advisor

Milwaukee - WI

Dustin Wolk is a Client Advisor with Crescent Grove Advisors | Portfolio Advisory Services. Dustin is responsible for providing portfolio management services to individuals and families with liquid investable assets of $1 million to $10 million. He seeks to construct customized financial analyses and solutions tailored to his clientele and their families.

Prior to joining Crescent Grove Advisors in 2016, Dustin worked as an accountant for the School of Information Studies at the University of Wisconsin-Milwaukee.

Dustin graduated from the University of Wisconsin-Milwaukee with bachelor’s degrees in accounting and finance. He holds a designation as a Certified Financial Planner^™. He currently resides in Wauwatosa, Wisconsin with his wife, Samantha. With a passion for scuba diving and exploring the world, he spends his free time planning his next adventure abroad. He also enjoys everything Wisconsin summers have to offer, spending weekends camping and hiking with family and friends.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, and CFP^® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.