University with over three years of experience in the financial services industry, specializing
in working with medical professionals including doctors and surgeons.
Justin currently holds his Life & Health license, SIE, Series 63, and Series 6 licenses, and is
actively studying for his Certified Financial Planner™ designation. His passion for the financial
planning industry drives him to continuously expand his expertise in investment management,
tax optimization, estate planning, and risk management.
Outside of his professional pursuits, Justin maintains an active lifestyle through regular workouts
and golf. He loves watching football with friends and family, although from the Cleveland area, he
is a big Pittsburgh Steelers fan. He has a strong interest in nutrition and is an avid reader, always
seeking to expand his knowledge and better serve his clients' financial goals.
a recent graduate of Bowling Green State University
with over three years of experience in the financial
services industry, specializing in working with
medical professionals including doctors and surgeons.
Justin currently holds his Life & Health license, SIE,
Series 63, and Series 6 licenses, and is actively
studying for his Certified Financial Planner™
designation. His passion for the financial planning
industry drives him to continuously expand his
expertise in investment management, tax optimization,
estate planning, and risk management.
Outside of his professional pursuits, Justin maintains
an active lifestyle through regular workouts and golf.
He loves watching football with friends and family,
although from the Cleveland area, he is a big
Pittsburgh Steelers fan. He has a strong interest in
nutrition and is an avid reader, always seeking to
expand his knowledge and better serve his clients'
financial goals.