Justin is driven by a clear conviction: wealthy families need more than investment returns. They need a comprehensive strategy that protects what they've built, minimizes taxes, and aligns their money with their values and goals. That conviction was forged early, watching his family navigate financial decisions without the guidance and expertise that could have changed their outcomes. It became the foundation of his approach to wealth management.
Through invaluable experience at Goldman Sachs across multiple business lines in Salt Lake City, Tokyo, Singapore, and New York City, combined with roles as a financial consultant for top-tier banks and Chief Operating Officer of a fintech firm, Justin has developed a unique skill set that sets him apart. His primary mission is to equip clients with the tools and resources required to achieve their individual financial and personal goals.
The Stats:
On His Time Off:
Justin spends his time with his wife, Lauren-Claire, their two sons, Dutton and Cash, and their golden doodle, Walter. He's an avid golfer and fly fisherman, enjoys skiing, and loves discovering new cities and restaurants.
