Wealth Designed. Life Defined.

About Justin

Justin is a CERTIFIED FINANCIAL PLANNER™ professional who currently holds his Series 6, 63, 65 and 7 registrations as well as his life and health insurance license. He is adept at making technical ideas more understandable, which he frequently does on his YouTube channel, Plan with Justin.

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 college 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. He lives with his wife, Katie, and their daughters Paige, Quinn and Summer.

Outside the office, Justin is an avid triathlete and can be often found swimming, biking, or running. In the winter, he likes to downhill and cross-country ski. He also enjoys traveling and spending time with his family and friends.

Favorite Quote:

“The difference between a successful person and others is not a lack of knowledge, not a lack of strength, but rather a lack of will.” -Vince Lombardi

Favorite book:

The Pillars of the Earth

Favorite TV show:


What motivates me:

My competitive spirit & modeling a well-balanced life for my family.

Place I’d most like to visit:


My biggest accomplishment:

Raising four kids with my wife, Katie.

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.