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As a Financial Advisor, it is Justin's privilege to help his clients grow, preserve and transfer their wealth. He is dedicated to each client's personal objectives, using his experience in portfolio management, tax mitigation and wealth transfer strategies to guide them toward their goals.
CREDENTIALS
Justin was named to the 2025 edition of the Forbes list of Best-in-State Next-Gen Wealth Advisors1. Additionally, Justin has earned the Private Wealth Advisor2 designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
Justin has been advising individuals, families, and business owners since 2010. His background in accounting helps clients minimize taxes now and in the future by designing tax-efficient portfolios and wealth transfer strategies. He also helps clients plan for the unexpected by leveraging his knowledge in insurance.
Justin holds a bachelor's degree in Accountancy from Northern Illinois University.
PASSIONS
Justin lives in Sandwich, IL with his wife Kristin and their two daughters. Together they enjoy winters by the beach, hiking, and taking care of their two dogs! Outside of work and family, Justin is passionate about golf—he loves both the challenge and competitive aspects of the game. His oldest daughter has also taken a liking to the sport, and he enjoys nothing more than being on the course with his family.
Locations
141 W. Lincoln Highway
DeKalb, IL 60115
511 W. State Street
Sycamore, IL 60178
100 W. Church Street
Sandwich, IL 60548
1 The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2025) included: 49,859 nominations for all rankings, based on thresholds, 28,226 invited to complete online survey, and 4,653 individuals considered and 2,018 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/24 to 3/31/25 and was released on 8/6/25. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
2 Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/.
The Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high‐net‐worth individuals, families and organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
You should discuss any tax or legal matters with the appropriate professional.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
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Only deposit products are FDIC insured.
Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE