Justin joined Crux Wealth Advisors in 2021 as a Financial Advisor at our Dallas, TX office. His approach to the financial planning process centers around developing a solutions-based plan tailored to his client's individual goals. Justin establishes and maintains meaningful personal relationships with his clients and develops strategies based on a deep understanding of each client's unique financial needs.
Justin's primary objective is to help investors develop a strategy geared toward their long-term goals. Whether his clients need to save for a child's college education, reduce taxes or plan for retirement, he works closely with his clients, their CPA, attorney, and other professionals to determine the most appropriate financial strategy for them and their families. Through the process, he never loses sight of the vital relationships he has established throughout his career and the importance of being flexible to meet our client's needs, recognizing the challenging demands our clients often face.
Believing that family is the core of life, understanding his client's priorities and serving their financial goals is paramount in Justin’s practice. He has built his business by treating his clients just as he wants to be treated and never compromising on delivering exceptional service. A simple rule, that still make sense in a complex industry and marketplace.
Before joining our team, Justin gained essential experience with Southwest Securities as an IMG Associate from 2009-2011. He then transitioned to Placemark Investments as a Head Trader from 2011-2016 before joining Edward Jones as a Financial Advisor from 2016-2021. Justin graduated from the University of Mary Hardin-Baylor with a degree in Business Management.
I grew up in North Texas, and while attending school at the University of Mary Hardin-Baylor, I met my wife, Lisa, and we now have three boys. My family is the center of my world. I love to take my boys hunting and fishing, and you can typically find the boys and me in the woods almost every weekend in the fall! When it's not hunting season, we take family vacations, go camping, play sports, or build Legos.