Justin serves as a Wealth Manager, working closely with his clients to create and implement comprehensive and customized financial plans. He practices in the areas of investment management, retirement planning, estate planning, tax planning, risk management, and wealth preservation. Justin is focused on partnering with his clients to help them identify and achieve their financial goals, while finding solutions to overcome potential roadblocks to success.
Justin brings to his clients over 20 years of experience in the financial services industry. Prior to joining Creative Planning, he was a Branch Manager with a national financial services firm. Justin has spent his career helping clients build and preserve wealth, prepare for retirement, design portfolios, plan charitable donations, and create legacies for future generations.
Justin earned his Bachelor of Science degree in Finance and Insurance from Drake University. He also earned his Juris Doctor degree from Texas Wesleyan University School of Law and is admitted to the Texas Bar.
Justin and his wife, Marsha, have two children ‒ Elliot and Jaxson. He enjoys golfing, boating, traveling, and being active in the kids’ activities.