Justin has been in the financial services industry since 2008. He began his career in banking and made the transition into financial advising and trust. His primary role is to work with clients to structure and manage customized investment plans while incorporating income tax and estate planning strategies.
Education & Certifications
- Certified Financial Planner™ Professional (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Master of Business Administration, Missouri State University
- Bachelor of Business Administration in Accounting, Southeast Missouri State University
Interests & Activities
Justin enjoys being active and engaged in his community. He is a member of the Greene County Estate Planning Council, The Network Leadership Council, and is a graduate of Leadership Springfield – Class 36. Currently, he serves on the board of directors of the Missouri Colleges Fund, The Springfield Police Officers’ and Firefighters’ Retirement System, and is Vice President of Hospice Foundation of the Ozarks. As a result of his professional and civic accomplishments, he was named a “Trusted Advisor” by The Springfield Business Journal in 2020.
Outside of work, Justin and his wife enjoy spending time with their young children. Together, they enjoy hiking, traveling, visiting family, playing on the farm, and spending summers at the Lake of the Ozarks. Justin also enjoys getting out on the golf course.