Justin began his financial services career in 1994 and joined Merrill Lynch Wealth Management in 2008. Today he builds long-term relationships with physicians, business executives, entrepreneurs and real estate professionals that are based on an understanding of their life situation, financial resources, investment personality, concerns and priorities. Justin serves a limited number of clients by design so he can devote the necessary time and resources to gain an in-depth understanding of each client’s personal priorities and financial position.

Justin strives to help clients align their personal goals with their financial goals. By asking the right questions, his goal is to connect with clients to understand his or her past experiences and values about money. In his opinion, the biggest risk an advisor can make when managing an investment portfolio is when a client’s asset allocation isn’t reflective of their current situation, goals or feelings towards money. With a clear view of who they are as investors, he works with clients to select an appropriate mix of investments that makes the most efficient use of their financial resources.

Justin earned his bachelor’s degree in finance from Texas Christian University. He and his wife, Elaine, live in Houston with their three children. In his time away from the office, he enjoys playing golf, hunting and coaching various youth sports.




*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.