Robert is an independent financial advisor with DST Wealth Management, LLC. He has been securities licensed for over 25 years with previous experience as wealth manager for J.P. Turner & Company, LLC, Brookstreet Securities Corp, Raymond James Financial Services Inc., and Spelman Securities.
Robert is also the founder and CEO of Estate Planning Team (EPT), a nationwide membership organization established in 1999 which provides brokers, CPAs, attorneys, real estate and insurance professionals marketing and administrative support to implement estate planning and capital gains tax deferral strategies for their clients. Estate Planning Team provides exclusive access to market the Deferred Sales Trust™, a proprietary capital gains tax deferral solution.
A San Luis Obispo, CA native, Robert earned his Bachelor of Science degree with a major in FCS Finance from the University of Utah where he played football for the Runnin’ Utes. From 1985-1986, Robert played professional football as a center for the San Francisco 49ers. His professional accolades include membership in the exclusive Forbes Finance Council, Pacific Life Leadership Club, Pimco Funds Chairman’s Counsel, US Allianz Presidents Club, Prudential Masters Council, two-time COLE Exceptional Customer Service Award winner and recipient of the Transamerica Circle of Excellence award. Robert regularly presents webinars to brokers, advisors and real estate professionals throughout the country. He has been featured multiple times on The American Dream Network as well as discussing tax saving strategies on numerous podcasts.
Robert splits his time between Dana Point, CA and Indian Wells, CA with his wife Kelly. They are the proud parents of two children, one son-in-law and two adorable grandchildren.
949-478-2256 | Email: firstname.lastname@example.org
Branch Office | 13844 Alton Parkway, Suite 134 | Irvine, CA 92618
John is an Investment Advisor Representative with DST Wealth Management. He has over two decades of experience, working with both institutional and individual investors and is a seasoned Financial Advisor, who has consulted on a broad range of investments solutions.
For the past 10 years John’s primary focus has been providing individual investors strategies for capital gains tax deferral, financial planning, and retirement income solutions. Prior to joining DST Wealth Management, John worked within the Global Credit Group at BlackRock. During his tenure at BlackRock, John’s team managed credit across all business units.
John spent the early years of his career at Deloitte & Touché, and with a multi-strategy Private Equity Investment where he focused on capital allocations to their late-stage venture capital team. John holds Series, 7 & 66 licenses and also holds his California Life and Health Insurance license.
John currently resides in Orange County and enjoys spending time and making memories with his family.
760-340-1448, Extension #1 | Email: email@example.com
Kari runs the Indian Wells office as the operations manager. She has over 25 years of experience in customer service, with 20 years in the financial services industry. She handles the business operations, account setup, team management, customer service, and so much more. Kari ensures all of our clients have a smooth onboarding process and feel at home with DSTWM.
Kari is a desert transplant from Orange County, and loves the lifestyle the desert has to offer. She enjoys cruising with her hubby on their Harley, camping, cooking, wine and spending time with friends and family.
760-340-1448, Extension #2 | Email: firstname.lastname@example.org
Taylor works in the Indian Wells office and has over 12 years of experience as an executive assistant. She handles all marketing activities, customer service, client events, and special projects. As marketing director, she searches and implements strategies to acquire new clients, while maintaining exceptional service to existing clients. Taylor works with the entire DST Wealth Management team to make sure all of our client’s needs are met in a timely manner.
Taylor is a desert native who graduated from Palm Desert High School and attended Santa Barbara City College and Mesa Community College in Arizona before settling back in the valley to begin her career. Taylor lives in Palm Desert with her husband and son. She enjoys, traveling, movies, cooking, wine and spending quality time with friends and family. She strives to ensure our clients feel at home with DST Wealth Management and continues to expand her knowledge of the financial planning industry.
Edward Woolery is the Principal and CCO of DST Wealth Management, LLC. Ed entered into the financial services field after a lengthy career in the commercial real estate business. After 40 years as an active real estate investor, he realized that he no longer wanted to participate in 1031 exchanges.
Once he was introduced to the Deferred Sales Trust™ strategy, Ed found that many of his clientele were in the same boat and wanting to defer their capital gains taxes, so he began to introduce them to the DST solution. Ed quickly realized he was onto something and founded DST Wealth Management, LLC as a fee-based Registered Investment Advisor. This allowed him to open up relationships with several highly respected money managers for the purpose of helping clients achieve their desired retirement income by having more of their equity available to invest from the sale of their various real estate and business assets. His knowledge and experience in the financial services arenas led him to create a boutique financial planning firm to serve the specific needs of retirees and pre-retirees.
Ed has been in the securities business for 5+ years, including 3 years with JP Turner. He previously founded Pacific Rim Mortgage where he originated over $200M in residential and commercial loans with correspondent and agency relationships including Credit Suisse, Bank of America, and Rabo Bank, among others. He specialized in anchored and non-anchored shopping centers as well as numerous multi-family developments.
In his capacity as a Senior Vice President of American Invsco, Ed’s main responsibilities were to oversee all aspects of the condominium conversion business including sales, sales management, acquisitions, mortgage financing, legal and political considerations. The total sales under his direct control exceeded $150,000,000 in five states and seven buildings. He later was a consultant for American Invsco in their acquisition of the 457 Corporation which purchased the Electronic Realty Associates (ERA).
Ed was previously Vice President for San Diego based Ocean Properties Development Corporation, where he raised over $8M in private placement equity that was used to acquire existing, or development properties that totaled over $74M in end value.
Ed graduated from Michigan State University with a degree in Political Science and also attended John Marshall Law School. He currently lives in San Diego, CA and enjoys spending time with his two children and three grandchildren. In his free time, Ed plays racquetball, golf and pickleball.