Justin uses his energy to enhance relationships between individuals and their wealth, specializing in guiding families through the intricate landscape of modern finance. He believes organizing, planning, and investing for the future enables clients to embrace living in the present. Whether financially savvy or new to the process, Justin thrives on collaborating with clients and the Verum team to give top notch advice with world class implementation.
While building 10 years of experience with non-profits, startups, and multinational corporations, Justin became aware the most valuable lesson in his professional journey was the importance of people. This realization led him to pursue a career in wealth management, and Justin believes his diverse background positions him to make meaningful connections and bring fresh perspective to each client while creating value for everyone at Verum.
Justin and his wife Emily have a son and daughter who fill their cups every day. They are involved at Uptown Church, are active in their neighborhood, and volunteer with Alongside Families.
At Verum Partners
Financial Adviser
Financial Planning Committee – Member
Previous Experience
Carolinas Investment Consulting – Consultant and Financial Planner
Landis+Gyr – Product Marketing
Consert – Regulatory Compliance and Strategy
Institute for Cultural Communication – Communications Leader
Education & Professional Designations
B.S.B.A. General Management – Thomas Edison State University
Certified Financial Planner™ (CFP®) professional
Additional Information
Charlotte Estate Planning Council (Current)
Uptown Church – Member and Life Group Leader (Current)
