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. In 2017 they had a baby girl, and in 2019 had a son. He and Michelle are both from Central Florida and now live in Winter Garden. Justin loves playing sports or cheering on his favorite teams, especially the North Carolina Tar Heels. Another big hobby of his is “travel hacking” – using airline miles and hotel points to travel to wonderful destinations with his family for nearly free.
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.