Throughout his career, Justin has been driven by a passion for helping people achieve their financial goals through comprehensive planning and deep education. Unsatisfied by the status quo within the financial industry, Justin set out to destroy the complexities of money for small business owners. This simple approach has enabled him to reach millions of people around the world, educating them on complex financial ideas and strategies in terms that anyone can understand. As a result, Justin has caught the eye of many of the industry’s leading experts. They, too, have been impressed by Justin’s honest and engaging style.
Because of his many successes consulting clients at Heritage Investors and the overwhelming support for his Financially Simple educational portal, Justin has been honored as an Investopedia Top-100 Financial Advisor for 2018, 2019, and 2020. Although this prestigious honor is sought after by hundreds of thousands in the finance industry, only 100 are selected each year. Investopedia chooses advisors with a message that is sound, balanced, and truly useful. Being named for the third year in a row is a testament to the impact that Justin is making on the lives of his clients and in the broadening scope of financial education.
Justin and his team are available to help you with your financial needs. Schedule a meeting with us to see how you can reach your goals.