Every figure,
personally attended.

The Margin

Dustin

Partner, accounting & financial analysis

It began on LaSalle Street.

Dustin is a corporate finance executive who has spent more than two decades reading the numbers that owners, boards, and lenders make decisions on.

His career began in 2003 at The Northern Trust Company in Chicago, reviewing closed loans line by line. He still works to the standard he learned there. Every figure is checked, and every error is traced to its source.

Much of his career has been spent inside private-equity-owned companies, where results are examined every month by boards, lenders, and investors. He has consolidated financial statements for entities across Europe, Asia, and the United States, built lender packages that kept credit covenants in compliance, modeled capital-raising timing against a $350 million credit facility, and structured short-term borrowing that cut revolver interest by up to 125 basis points. At Cummins Mid-South and at Hub International, a North American insurance brokerage with more than $1 billion in annual revenue, he built the profitability, forecasting, and capital investment models leadership relied on.

At Margin & Mark, Dustin leads bookkeeping, month-end close, compliance, and financial analysis. He writes every client's monthly letter himself, so the person interpreting your numbers is the person who knows them best.

Born and raised in Tennessee, Dustin holds a Master of Science in Finance from Indiana University, an MBA from Benedictine University, and a Bachelor of Business Administration in Finance from the University of Memphis. He is a certified Six Sigma Green Belt.

The Mark

Nicole

Partner, brand & AI visibility

One client's Facebook results in 90 days. See the dashboards below.

It began with people.

Nicole is a brand strategist who makes businesses the obvious choice, both to the clients they want and to the AI tools those clients now ask first.

She developed Model Trust Architecture, a framework for making a business identifiable and trusted by both people and the AI tools they ask, so every post, page, and profile reinforces the same position.

She advises business owners, executives, and institutional leaders across company sizes and sectors, including nonprofits, construction, land development, real estate, and law enforcement, and tailors every strategy to the audience each client most wants to reach.

Before brand strategy, Nicole spent a decade in human resources leadership at organizations including Archon Group (Goldman Sachs), Turner Construction, Safety-Kleen, and Data Critical (GE Medical). She led workplace investigations, supported mergers and acquisitions through due diligence and risk assessment, and advised executives on their most sensitive matters. It shapes how she works today. She is discreet, and she knows how people decide whom to trust.

A native Texan who now calls Omaha home, Nicole holds a Bachelor of Arts in Journalism and Psychology from the University of Mississippi, with an emphasis in Public Relations and a minor in Spanish. She serves on the Board of Directors for Elkhorn Schools TeamMates, a youth mentoring program.