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

Are Your Property Taxes Too High? How to Know When to File an Appeal

Recent studies show that between 30-60% of taxable properties have inflated assessments, leading to higher property tax bills for homeowners. Interestingly enough, less than 5% of taxpayers typical... read more

How to Leverage Home Equity in Your Financial Strategy

Homeownership is often considered a key milestone when it comes to wealth accumulation. One of the most important aspects of owning a home is the concept of equity, which refers to the portion of y... read more

Homeowners Insurance: How to Know When to File a Claim

For homeowners, insurance serves as an important safety net that shields them against unexpected financial losses. But is it really meant to protect you from any and all losses? When contemplating ... read more

U.S. Home Prices on the Rise: What to Know

Despite initial forecasts of a decline last year, average U.S. home prices rose by nearly 6% and are expected to increase by an additional 5% in 2024.1 This follows a series of economic ... read more

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