Justin knows that financial confidence comes from having a plan, understanding its nuances and boldly pursuing its goals. His objective is to bring this confidence to his clients as he works with them to create custom financial plans and investment strategies tailored to their lives and their ambitions.
Justin believes this is only possible when partnerships with his clients are founded on trust and elevated by service. He is committed to doing what’s best for them. His clients can be sure his financial advice is grounded in thoughtfulness and clear, strategic thinking, along with an understanding of the importance of timeliness when it comes to meeting the moment.
The eve of a financial crisis in 2007 doesn’t seem like it would be an ideal time to start a career in the financial industry, but it provided important guideposts along Justin’s path. The lessons that emerged after 2008 about the importance of integrity, diligence and compassion have been the foundation of his practice.
Outside the office, Justin enjoys sports – coaching and spectating, especially baseball – boating and spending time with his family. He is originally from Bellville, Ohio, and currently lives in Palmetto, Florida.
He attended King University in Bristol, Tennessee, where he earned a Bachelor of Business Administration and graduated magna cum laude.
Justin first met his wife, Katie, in high school. The couple have three children: Easton, Emma and Evan.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.