Simplified Financial Advice.

Meet Justin

Justin has the ability to form relationships with clients and service their needs, making him a great fit for his role as our Client Service Associate. His time spent in the Marines granted him ample experience in managing operations, a talent he utilizes frequently on our team.

After spending four years as a Marine Infantry Mortarman, Justin graduated magna cum laude from Arizona State University with a Bachelor of Science degree in finance with a minor in economics. He briefly worked in the mortgage industry, which helped him discover his passion for helping clients within the financial realm.

When not working, Justin enjoys spending time with his fiancé, their Golden Retriever puppy, and family. Justin also enjoys working out, golfing, hiking or anything outdoors.