Investment Department Coordinator
Justin joined the firm in April 2020. He had an interest in Wealth Management from a young age and wanted to help people to get financial security in their lives. He started his career at Fisher Investments where he helped clients bring on over $100 million dollars of assets under management.
Justin is a member of the investment committee where he works with the day-to-day operations. He additionally assists Corey Janoff and Marshall Weintraub with coordinating their investment practices.
Justin has his Series 7 license and earned a B.S. in Finance with a minor in Economics from the University of Oregon. When not at work, he enjoys spending time with friends, exploring new places to eat, and staying active.