Personal

Justin is an avid guitar player and bad golfer and enjoys chess, reading and exploring Nashville's exciting food and music scene. He is married to Kristen, and they have four young children.

Professional

Justin began his career in the financial services industry in 2003 where he worked as a paraplanner for Lincoln Financial Advisors. In 2005, he joined Merrill Lynch Investment Managers (MLIM) in Atlanta, GA as a Portfolio Specialist. While in this role, Justin supported 3 Senior Portfolio Managers manage and service approximately $900mm in client assets across the Southeast. After MLIM was acquired by BlackRock in late 2006, Justin continued in his role as an Associate Portfolio Specialist until 2011 when he was promoted to an Associate Portfolio Manager (APM) and relocated to Newport Beach, CA. As an APM, Justin assisted 2 Senior Portfolio Managers manage and service approximately $1.9b in client assets across Southern California. Justin relocated back to his native state of Tennessee and joined Northwestern Mutual as a Financial Advisor in early 2013.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline