Justin is full of energy and passion. He has built his professional world around financial planning and strives in excellence in doing what is best for our clients.
Justin has over 12 years of experience with helping clients with complex investment, retirement, estate, and distributions strategies. Justin’s role with Legacy Financial Advisors is to help our clients reach a better financial situation with strength in comprehensive planning. Prior to joining Legacy Justin worked at Fidelity Investments in Blue Ash, OH and Covington, KY. During that time he acquired his series 7, 63, 66 and Insurance and Annuities license. Justin was also awarded twice with the designation of being a Presidents Circle Award winner given to the top 5% of financial planners nationally.
Justin graduated in 2002 from Miami University with a double major in Engineering Management and Manufacturing Engineering. He and his wife Katie live in Anderson Township with their two children Anna and Jack. 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 family.