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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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

Tax Considerations When Selling Your Home

In recent years, tax regulations on capital gains earned from the sale of one’s primary residence have changed significantly. Understanding these considerations is particularly important for ... read more

Real Estate Commissions: What Homebuyers Need to Know

In March, a significant change occurred in the real estate industry that may have potential implications for future homebuyers.

The National Association of Realtors, an organization that rep... read more

Tax-Efficient Giving with Qualified Charitable Distributions

If you envision your financial legacy leaving a lasting impact, consider using your Required Minimum Distributions (RMD) for charitable donations. This strategy can not only help you mitigate your ... read more

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