Justin is a CERTIFIED FINANCIAL PLANNER™, Partner, and Wealth Advisor at Financial Plan who works with successful families and individuals to navigate critical life transitions and optimize their wealth. Whether it is the sale of a business, transitioning into retirement, or transferring wealth to family or a charitable cause, the financial complexities of these transitions can create uncertainty. Justin’s thorough planning and extensive knowledge helps his clients reduce tax liability and manage their assets efficiently with the goal of building and preserving wealth over the long term.
Prior to joining Financial Plan in 2016, Justin spent six years on the management team at Enfield Farms, an industry leading fruit packing company located in Lynden, WA. In his role as business manager, he gained extensive experience in strategic planning, accounting, and finance, providing him with a diverse foundation for his role in the wealth management industry.
Justin graduated cum laude with his B.A. in Business Administration with a concentration in Finance from the College of Business and Economics at Western Washington University.
Justin is an active member of the Northwest Washington Estate Planning Council where he has served as Vice President, President, and Immediate Past President. When not at work or serving the community, you will find Justin spending time with his wife Corinna, two boys, Colton and Brooks, and their friendly labradoodle, Hank. Whether it is on the lake, in the mountains, or on the golf course, you will find him taking advantage of the many amazing outdoor adventures offered by the Pacific Northwest.
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- The Graceful Exit: 5 things to consider when exiting your business - October 24, 2024
- Year-End Charitable Giving Strategies - December 14, 2023
- How Will Taxes Change in 2023? Brackets, Deductions, and More - January 31, 2023