Justin has the ability to intimately understand his clients unique priorities and develop effective financial plans that address their goals. He joined White Oak in 2019 as the Director of Financial Planning, following a 10-year career with Northwestern Mutual where he served as the Director of Advanced Financial Planning & Wealth Management for the Annapolis Group. He specializes in personal and business planning, tax-efficient wealth accumulation, retirement income planning, legacy wealth planning, and qualified retirement plan design. Justin feels that the best measure of one’s character is the positive lasting impact they have on their community and others. That’s why when clients want to support local charities, he partners with CFAAC. Justin routinely coordinates with his clients’ professional advisors and CFAAC to develop comprehensive strategies in a tax-efficient and risk-managed manner. 

“CFAAC and their staff are knowledgeable and valuable partners that take the time to understand our clients’ objectives and values as we develop, implement, and monitor their planned giving strategies,” Justin said. “Our partnership provides our clients and my team with peace of mind that our charitable giving objectives will be achieved.”

Justin serves on the Executive Committee for the Anne Arundel Estate Planning Council. He obtained his undergraduate degree from the University of Maryland, College Park, his Master of Science degree in Financial Planning with a Retirement Planning concentration, and graduate certificates in Estate Planning and Tax, and Business Succession Planning from The American College of Financial Services, and holds eight professional designations including CFP®, ChFC®, RICP®, and CASL®.