About Us

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Edward Woolery is the Principal and Chief Operating Officer 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. 

Ed has been in the securities business for over 7years, including 3 years with J.P. 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 Invesco 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.

rbinkele@dstwm.com

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. 

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 three adorable grandchildren. 

 949-478-2256  | Email: jbalmer@dstwm.com

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  | cmoore@dstwm.com

Chris is the Senior Accounts Manager at Estate Planning Team with over 33 years of experience in the field of Investments and is an Investment Advisor Representative with DST Wealth Management. He provides investment analysis, asset allocation, and conducts account reviews with performance updates for our clients. His securities licenses include Series 7,6, 63, 65 and 66.

Chris graduated from San Diego State University in 1991 with a Bachelor of Science degree in Finance and earned a Certified Financial Manager designation from Merrill Lynch in 1997. He has served as Vice President and Regional Director with Alliance Fund Distributors, Lincoln Financial Distributors and GE Financial, among others. He has been a featured speaker at countless investment conferences across the United States, and was a Senior Partner with Alternative Wealth Partners through Patrick Capital Markets, LLC.

Chris was born and raised in Arcadia, CA and now resides in New York.  He enjoys walks in Upstate New York, as well as live theater, and is a former professional drummer.