Meet Justin
Justin is a CERTIFIED FINANCIAL PLANNER™ professional who is adept at making technical ideas more understandable, which he frequently does while implementing financial plans with his clients.
Justin graduated from Iowa State University with a degree in Mechanical Engineering, then earned his MBA from the University of Iowa. An innate interest in personal finance and a graduate class in wealth management steered Justin away from mechanical engineering and instead toward a career in the financial services industry.
Justin is originally from Templeton and now resides in Cedar Rapids with his wife, Katie, and their kids Paige, Quinn, Summer, and Colin.
Outside the office, Justin can be found staying active by biking, running, skiing, and coaching his kids’ activities. He also enjoys traveling and going on adventures with his family and friends.
Justin is not affiliated with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera or its registered representatives.
Qualifications
- 10 years financial industry experience
- 4 years with Carson Wealth
- BS Mechanical Engineering from Iowa State University
- MBA University of Iowa
- CFP®
- AIF®
- MBA
- Forbes 2025 Best in State Next-Gen Wealth Advisor
