About Me

Personal

Justin was raised in Kamas, Utah and was taught from a young age the value of being honest, hardworking, and charitable. He and his wife Kaitlyn live in Cache Valley and enjoy doing various things together. Some of their favorites include playing pickleball, watching Jeopardy, and enjoying the outdoors.

Professional

Justin is proud to say that the values that shaped his early life are the ones he has built his business on: honesty, hard work, and charity. Justin graduated with a B.S. of both Finance and Economics from Utah State University. As an advisor who is insurance licensed and Series 6, 63, and 7 registered, Justin is able to help his clients both protect and grow their wealth. 

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Disability Planning

Life Insurance Strategies

Investment Planning & Strategies

Insurance Protection Strategies

Long-Term Care Planning

Tax-Efficient Strategies