Justin has worked in finance and accounting since 2006. He works closely with business owners, individuals, and their families in prioritizing their unique goals and customizing integrated wealth management strategies. He takes a holistic approach to developing thoughtful, targeted financial plans and offering investment management expertise for his clients with complex needs. Justin also specializes in providing corporate fixed income portfolio management and retirement plan consulting for businesses.
Justin is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 63, 65, and life insurance licenses. Prior to joining Moss Adams, he was a logistics officer in the United States Air Force.