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. As a Certified Financial PlannerTM professional, his primary responsibilities include providing estate planning, financial planning, insurance, investment, and tax planning strategies to clients. Justin enjoys helping clients build, manage, and preserve their wealth.
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, and a graduate of Leadership Springfield Class 36. Currently, he serves on the board of directors of the Hospice Foundation of the Ozarks and is a former board member of Twin Oaks Country Club. He has also served as a mentor and a facilitator in poverty alleviation and personal finance programs at his church.
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.