Growing up with a family who owned a small business, Justin has a passion for assisting and advocating for small business owners.ﾠFrom this, he has developed a deep understanding of the often complicated financial needs of entrepreneurs, from financing and growing a business to succession planning and employee benefits. He leverages the investment insights of Merrill and offers access to the banking convenience of Bank of America on behalf of clients.ﾠ
Going into his eleventh year, Justin is now one of a select group of Merrill Lynch Wealth Management advisors that have earned theﾠtitle of Retirement Benefits Consultantﾠ(RBC).ﾠFocusing onﾠdefined contribution and defined benefit plans, he utilizes the broad resources from across the firm and personalized service to focus on his clients' retirementﾠplan goals and provide their organization access to the firm's ERISA 3(21)(A)(ii) Fiduciary Advisory Services.ﾠﾠ
He is a graduate of Lake Forest College with a Bachelor of Arts in Finance. Justin enjoys playing and coaching basketball and is a car enthusiast. Justin and his wife reside in Royal Oak, MI.","Growing up with a family who owned a small business, Justin has a passion for assisting and advocating for small business owners.ﾠFrom this, he has developed a deep understanding of the often complicated financial needs of entrepreneurs, from financing and growing a business to succession planning and employee benefits. He leverages the investment insights of Merrill and offers access to the banking convenience of Bank of America on behalf of clients.ﾠ
Going into his eleventh year, Justin is now one of a select group of Merrill Lynch Wealth Management advisors that have earned theﾠtitle of Retirement Benefits Consultantﾠ(RBC).ﾠFocusing onﾠdefined contribution and defined benefit plans, he utilizes the broad resources from across the firm and personalized service to focus on his clients' retirementﾠplan goals and provide their organization access to the firm's ERISA 3(21)(A)(ii) Fiduciary Advisory Services.ﾠﾠ
He is a graduate of Lake Forest College with a Bachelor of Arts in Finance. Justin enjoys playing and coaching basketball and is a car enthusiast. Justin and his wife reside in Royal Oak, MI.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
