As a Financial Professional since 2013, Justin focuses on delivering a comprehensive approach to wealth management. This begins by listening and understanding client's goals and objectives and developing a financial strategy to help reach those goals. The investment insights of Merrill and the banking resources of Bank of America allow him to address every aspect of a clients' financial situation. Justin is driven by a passion for helping clients achieve financial security so they can spend time with family, friends and doing what they love.
Justin also focuses on helping small and medium businesses provide employee benefits. Justin holds the Certified Plan Fiduciary Advisor®, CPFA™ designation, and has the insight and experience to help business owners provide retirement strategies for employees by providing access to the firm's fiduciary advisory services.
Justin graduated Magna Cum Laude from Tarleton State University with a degree in Finance where he met his wife, Alex. Alex went on to become Dr. Alex after she graduated from the Texas A&M College of Veterinary Medicine and now practices at Bridgeport Animal Hospital. Justin and Alex live in Justin, TX with their five pets, one dog, four cats and their baby boy Trent. They both enjoy sporting events, traveling, meeting new people and dining out with friends and family. Justin is an avid fan of the Dallas Cowboys and Texas Rangers and continues to support his Tarleton State Texans as a member of the alumni association. Justin serves on the Board of Directors for the Champions Rotary Club of Justin, TX, and the Sigma Chi Kappa Xi Chapter Housing Corporation.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
