Justin is from Cincinnati and graduated from the University of Cincinnati, where he obtained a B.B.A. in Real Estate and Marketing. Justin’s experience includes sales and business development, and he has been in the private wealth management industry for three years, most recently at JP Morgan Private Bank, helping clients with their investment strategy and legacy planning goals. He holds the life insurance license, Series 7 and Series 66.
Justin is passionate about keeping up with the markets and helping his clients make smart investment decisions without letting their emotions affect their long-term plans during crucial moments in the market cycle. His enthusiasm for building relationships, managing investments, and educating others enables him to assist his clients in dealing with the unpredictability of the markets by offering sound advice and guidance for implementing an actionable plan, regardless of their current financial situation or specific needs.
Justin enjoys golf, snowboarding, working out, and spending time with friends and family. He spent the last five years in Houston before recently relocating to Scottsdale with Trajan Wealth. His favorite sports team is his hometown Cincinnati Bengals, and he is a huge fan of LeBron James. He also loves to follow the PGA Tour.
Favorite Food
Medium rare NY Prime Ribeye
Favorite Hobbies
Golf and Snowboarding
Quote
“In three words I can sum up everything I’ve learned about life: it goes on.”~ Robert Frost
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