Professional Background & Credentials
- Joined Plott & French Financial Advisors in May 2022
- Magna Cum Laude graduate of Virginia Tech
- Bachelor of Science in Finance
- CERTIFIED FINANCIAL PLANNER® Professional
- Chartered Financial Consultant®
Approach to Financial Planning & Investing
Justin enjoys helping his clients identify their short-term and long-term goals and collaborating with clients to implement strategies to meet those goals. Through an in-depth Discovery process, Justin takes a holistic approach to financial planning that considers:
- Retirement-Income Planning
- Tax-Efficiency Planning
- Estate Planning
- Insurance Planning
- Investment Planning
Justin’s investment philosophy aligns with that of a passive investment strategy, establishing a diversified portfolio designed to weather the long-term ups and downs of the market. Understanding that clients’ financial circumstances are often changing, Justin believes in building ongoing relationships with his clients, including quarterly, semi-annual, or annual review meetings.
SmartVestor Pro
As a participant in the SmartVestor program, Justin has full confidence in Dave Ramsey’s 7 Baby Steps. He aims to have the heart of a teacher, making sure that his clients thoroughly understand the “whys” behind each decision. Justin takes pleasure in working with client goals ranging from asset management to establishing a comprehensive financial plan, and all the in-betweens.
Life Beyond the Office
Originating from Woodlawn, Virginia, Justin now lives in Galax, Virginia, with his wife Julie. In his free time, he enjoys participating in and watching sports, fishing, hunting, and spending time with his family. Justin focuses his competitive spirit on playing golf in any spare moment he gets.
On weekends, Justin’s church family is especially important to him as he’s the drummer on his church’s praise and worship team. Justin has a strong belief in bringing up the next generation of youth, as he serves as a camp counselor every summer for his church conference’s youth camp. Justin also enjoys serving as a mentor for the young boys’ ministry, Kids Outdoor Zone.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
