About Us

Dustin Tait

Dustin Tait

Dustin Tait is the Founder of The Portfolio Inspector and Chief of Staff at Concierge for Advisors in Scottsdale, Arizona.

Dustin started his career in financial services at the tax management firm KPMG. His background also includes time spent on Wall Street working with many of the premiere investment firms in the world consulting on institutional investments.

Dustin played college football at SUNY Buffalo before graduating with a degree in Accounting from the University of Tennessee.

His hobbies include almost everything outdoors, whether it’s hiking in the mountains of Arizona, kayaking on the Colorado River or spending time with his best friend – his Mom.

John Oldham

John is a 20 year veteran  of the financial services industry.  He joined Thrivent at the age of 22 and became a council qualifier in his rookie year.  After becoming a top producer at the firm, he joined New York Life, and eventually MetLife, before becoming an independent advisor in 2010. 

 

In 2016, John began developing technology to help financial advisors compare financial products on a factual basis.  John consults with many of the top financial advisors in the country sharing his in depth knowledge of different financial tools and their taxation.  

 

John resides in Gold Canyon, Arizona with his awesome wife Roxi, son Beau, daughter Alexa, and the family’s 3 cats. When he isn’t helping his advisor friends, John enjoys playing golf, is a BBQ aficionado, and enjoys finding the perfect craft beer to accompany his latest BBQ creation.   

So what are you waiting for?