Justin has over 18 years of experience helping clients with complex investment, retirement, estate, and distribution strategies. His role with Legacy Financial Advisors is to help clients reach a better financial situation with strength in comprehensive planning. Before joining Legacy, Justin worked at Fidelity Investments in Blue Ash, Ohio, and Covington, Kentucky. During that time, he acquired his series 7, 63, 66, Insurance and Annuities licenses. He also received the President’s Circle Award given to the top 5% of financial planners nationally in 2007 and 2011.
With his engineering background, Justin took his passion for creating the best possible solutions and outcomes and applied it to financial planning. Upon making this change, he found the perfect blend for a fulfilling career that he finds joy in every day. Acquiring his Certified Financial Planning Designation, although incredibly hard work, was a rewarding process. Putting the CFP® together with his experience in working with thousands of clients over many years leads to better outcomes for the clients he serves. For Justin, it’s always about the clients.
His personality is rooted in optimism and encouragement. Justin is confident that Legacy Financial can provide a brighter future to clients and reassure them they are in good hands because they will always be the priority. Meeting with clients and getting to see them step into better financial outcomes as their concerns fade away is Justin’s favorite part of what he does. He feels a sense of peace when good decisions made collectively can produce the desired outcomes.
Justin is married with two children, Anna and Jack. He reveres his children, attesting that they have given him the ability to better serve his clients by having a Legacy Mindset. Justin and his family live in Anderson Township. As a family, they enjoy trips to Disney and visiting the Cincinnati Zoo, Kings Island, and the Newport Aquarium. Justin’s personal interests include all things Cincinnati sports, trivia, and spending quality time with his family.