Justin helps successful families and business owners make confident financial decisions by bringing clarity to the complexities that often accompany significant wealth.
As a CERTIFIED FINANCIAL PLANNER® professional, Justin works with executives, business owners, retirees, and affluent families to coordinate investment strategy, retirement planning, tax planning, and wealth transfer considerations into one cohesive approach.
His clients are often navigating important life transitions and financial decisions—from retirement and business succession to executive compensation, Social Security decisions, Medicare planning, and creating sustainable income strategies. Justin's role is to create a plan for those decisions to support a broader financial strategy rather than becoming isolated choices with unintended consequences.
Known for his ability to simplify complex topics, Justin helps clients understand not only what decisions are available to them, but why those decisions matter and how they impact their long-term goals. His planning philosophy centers on education, clarity, and helping clients move forward with confidence.
The CFP® certification represents a commitment to rigorous professional standards and comprehensive financial planning. Through extensive education, examination, and ongoing ethical requirements, Justin is equipped to help clients address the many interconnected aspects of their financial lives, including retirement planning, investment management, tax-efficient strategies, estate planning considerations, and risk management.
Justin's planning philosophy aligns with the firm's mission:
We bring clarity and control to complex financial decisions by orchestrating your investments, tax strategy, and long-term planning into one cohesive strategy because successful families shouldn't have to rely on disconnected advice.
Through proactive planning and ongoing coordination, Justin helps clients focus less on financial uncertainty and more on the people, experiences, and opportunities that matter most.
Outside the office, Justin enjoys spending time with his wife, Corinne, and their family. Having personally experienced the financial and emotional challenges that can accompany unexpected life events, he brings both professional expertise and personal perspective to the relationships he builds with clients. He also enjoys traveling, spending time at Higgins Lake, and supporting his children's athletic pursuits.