The son of a teacher and paralegal, Justin began his career in the financial services industry in 1999, upon completion of undergraduate studies at Western Illinois University, fulfilling his goal of following in his great-grandfather’s footsteps by serving people through financial planning, risk management, and investing. He and his wife Katie moved to Pinehurst, NC, from Northern Illinois in 2003 where Justin joined a local financial planning and pension administration firm.
In 2010, he formed his own wealth management practice, specializing in providing retirement plans and financial services to small and medium sized businesses. Justin works with each client’s legal, accounting, and administrative teams to build investment and financial platforms which reduce taxation, provide financial services as well as education for employees to help them plan for retirement.
With a strong dedication to education, he regularly holds learning sessions for his clients and their employees to address financial issues that commonly impact families. That dedication to education inspired Justin to help start the Gene Bradford Memorial Scholarship in 2018, along with his mother, Rita.
When he isn’t working or traveling to meet with clients, Justin enjoys cooking and watching Cubs games at home with his wife, Katie, or trying to keep up with yardwork.