For Justin, financial advising is in his blood – he is a third generation Financial Advisor
following in his father’s and grandfather’s footsteps. Justin became involved with the stock market in the fourth grade when he competed in a school stock-picking contest. With his innate instinct to pick the right stocks, and a little bit of luck, he won the contest among his classmates and placed in the top 2% of the nation among 600 participants.

Now in his eighth year as a Financial Advisor, with a degree in Finance from the University of Colorado and his CERTIFIED FINANCIAL PLANNER™ designation, Justin is equipped to provide comprehensive financial planning and financial education for families and businesses. Moreover, Justin cares immensely for his client’s overall well-being and peace of mind. His client conversations go beyond money and investments as he supports each client in a whole and balanced lifestyle. While prosperity and abundance is certainly worth striving for and achieving, success is enjoyed most when combined with a life of purpose, passion and peace of mind.

Justin is also a leader in his community. He was named the Leader and Innovator of the Year in 2014 by the DTC | Greenwood Village Chamber of Commerce for his exemplary effort to launch a community Mentorship Program, now running in its seventh year. He was also awarded Young Professional of the Year in 2017 for his leadership efforts and currently serves as President of Board for the entire DTC Chamber organization. Justin thoroughly enjoys hosting a monthly thought leadership roundtable that offers the community and business members a platform to engage in high-level conversations in personal growth, financial abundance, and community development.

Justin maintains a solid life balance between working hard, staying active, and spending quality time with his family and friends. He extends a positive, uplifting spirit to the people who surround him. With a genuine desire to put the needs of others before his own and remain calm in stressful situations, Justin provides the confidence and dependability you need to ride out the ebbs and flows of the financial markets.

We don’t represent a group of investment products, we represent you.

CERTIFIED FINANCIAL PLANNER™, CFP®

The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.

To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

•Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services and attain a bachelor’s degree from are regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

•Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances.

•Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and

•Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

•Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and

•Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. T his/her means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.

Office Location:

15460 Canyon Gulch Lane #301
Englewood, CO 80112