Justin is a CERTIFIED FINANCIAL PLANNER™ and Lead Advisor at Financial Plan who specializes in helping successful families and individuals navigate critical life transitions. Whether it is the sale of a business, transitioning into retirement, transferring wealth to future generations, or impacting the world through charitable giving, the complexities of these transitions can create a significant amount of uncertainty. Justin’s expertise includes helping his clients reduce tax liability and manage assets efficiently while 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 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 on the board 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 on the lake, in the mountains, on the golf course, or spending time with family and friends taking advantage of the many amazing outdoor adventures offered by the Pacific Northwest.
- Generational Wealth Transfer Strategies to Minimize Taxes and Fees - June 8, 2022
- Updated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act - February 12, 2022