Justin is a seasoned financial planner with over a decade of experience guiding clients through the complexities of wealth management and long-term planning. He brings a disciplined, no-nonsense approach to financial advice, grounded in deep technical knowledge and a clear commitment to doing what’s best for each client.

Justin began his career at Vanguard, where he built a strong foundation in investment management before transitioning fully into comprehensive financial planning. He holds both the Chartered Financial Analyst® and Certified Financial Planner® designations, reflecting his commitment to both analytical rigor and client-centered advice.

A graduate of the University of Michigan with a degree in economics, Justin serves clients primarily in Southern California and Arizona. Although he is based in Scottsdale, Arizona, Justin is a key member of Paul Larson’s team, which is headquartered in St. Louis. Justin’s role is a great example of how our firm leverages our nationwide reach to stay personally connected, wherever our clients are.

In addition to working with clients across the country, Justin also represents our team on the ground in the Southwest, providing local support for any in-person needs. His work is anchored in a fiduciary mindset and emphasizes holistic planning, transparency, and direct communication—ensuring clients have both the strategy and clarity to move forward with confidence.

Outside the office, Justin lives an active life with his wife Kaelyn, their two young sons, Carter and Nolan, and their dogs, Butters and Biscuit. He enjoys playing hockey and golf, catching any live sports he can, and never misses a Michigan football game in the fall.

Check the background of this investment professional on FINRA’s BrokerCheck.