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CBS: No Regrets Exit Planning

Dustin Smith

- CFP®

08/05/2025

3 minutes

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If you’re a business owner, a longtime employee with stock options, or someone who inherited part of a family company, you may be holding a significant chunk of your net worth in one place. And when the time comes to sell or cash out, the stakes are high.

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Head shot of Dustin Smith

Senior Vice President, Financial Advisor

Plymouth, MN

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

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Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.