Hello, I'm Justin.

I am like your Family’s CFO (Chief Financial Officer). I bring the level of financial care to a family that a CFO would bring to a large corporation. I take the day-to-day stress of managing finances off my clients so that they can focus on their profession and families with no interruptions or distractions. They receive top-tier professional care with a small-town feel.

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Read Justin’s Blog

Mid-Year Financial Review: 4 Key Questions to Keep You on Track

Summertime is finally here and for many of us that means vacations, outdoor adventures, and plenty of fun—but it’s also a great time for a financial review to reflect on your current situation ... read more

Positive Inflation Report Overshadowed by Tariff Concerns

The March consumer inflation report, which showed some prices at their lowest level in more than four years, was overlooked among recent tariff headlines.

Core inflation, which excludes the ... read more

Homeowners: Is Your Home an Asset or a Liability?

You may have heard the saying, “It’s a buyer’s market,” but what does that really mean for homeowners? In the current residential real estate market, many homes are selling for under their ... read more

The Cycle of Investing

Market downturns are a natural part of the investing cycle, yet they can often lead to uncertainty and doubt among investors. During periods of heightened volatility, taking a moment to revisit key... read more

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