Justin’s passions are getting clients financially organized, developing comprehensive financial plans, helping clients maximize employer benefits they may have access to, and incorporating risk management tools and techniques as necessary. Clients will spend time with Justin in the beginning of an engagement as we understand the various financial pieces involved, as well as throughout the relationship as we have ongoing meetings and reviews.

Justin graduated with distinction from the University of North Carolina at Chapel Hill with Bachelor’s degrees in both Economics (with departmental honors) and Mathematics. He then fulfilled his dream of being an Ivy League student when he attended Cornell University for graduate school and earned his Master’s degree in Economics while helping teach a Financial Economics course and a Money and Credit course. In 2015, he moved back to Central Florida and joined Integrated Wealth Solutions of Raymond James. In 2017, he became a CERTIFIED FINANCIAL PLANNER™ professional.

Justin married his loving wife, Michelle, fresh out of college in 2013. He and Michelle both grew up in Central Florida and now live in Winter Garden with their son and two daughters. If you ever can’t find them in Winter Garden, odds are they are off traveling the globe.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.