My Role:
As a Private Wealth Advisor for IronBridge Wealth Counsel, Justin guides families through major life events so they can do what they love with the people they love and not let money stand in their way.
Justin specializes in working with young growing families, sudden death, inheritance, complex family dynamics and multigenerational wealth transfers. Education, and open and honest conversations are pillars of Justin’s process.
As a Certified Financial Planner® and Registered Life Planner®, Justin’s practice centers around aligning all his client’s resources (Time, Money, Energy, and Talent) to the life they want to live.
Work History:
Justin began his career with UBS Financial Services as a Client Service Associate on a veteran advisor team. He then transitioned to serving as a Financial Advisor working with UBS’s emerging affluent demographic before joining IronBridge Wealth Counsel in 2022. Justin became a founding member of IronBridge’s G3 Program and has contributed to countless firm initiatives.
Where I Come From:
Justin was born and raised in Boca Raton, Florida. After three years living in New York City, Justin moved back to Florida to enjoy the sunshine and be near family. Justin enjoys an active lifestyle including golf, running, playing intramural sports, working out, and rooting on the Florida Gators and Miami Dolphins.
Education:
Justin graduated from the University of Florida with a B.S. in Sport Management and B.A. in Business Administration. Justin earned his Series 7, Series 66 and Life and Health Insurance Licenses when he entered the industry in 2020. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022 before the age of 26. In 2025, Justin gained his Registered Life Planner Designation®.
My WHY:
Having lost his dad to a heart attack prematurely, as the oldest child, Justin became the financial leader for his family at an early age. Justin was faced with more questions than answers and had to make many difficult financial decisions that he felt ill prepared to make at the time. He kept thinking to himself “Who can I go to for help?” “Who can I Trust?” “Why didn’t we talk about this more?” “Why was I not taught financial literacy in school?” and “What could we have done differently to plan better?” Since then, Justin has made it his mission to make sure no other child has to ask similar questions. Justin believes that everyone should have a financial plan and trusted partner to help combat the stress of managing one’s finances. Justin is grateful for the opportunity to serve as his clients’ trusted advisor.
Community Engagement:
The importance of supporting his community was instilled in Justin at an early age by his parents. Justin currently serves as the Georgia Boys Program Director for Experience Camps for Grieving Children, an award-winning national nonprofit that transforms the lives of grieving children through summer camp programs and innovative, year-round initiatives. Every year, Justin incorporates compassion, connection, and play to create a life-changing camp experience for over 140 campers and 60+ volunteers. It’s truly the best week of the year!
In his hometown of Boca Raton, Justin and his family are hosting an annual charity golf tournament and dinner called WWDD – What Would Don Do. This event aims to honor his dad, Don, by bringing the community together around the game of golf and positive energy to raise money and awareness for Experience Camps.
Justin is a financial literacy advocate. He holds the position of Next Gen Director for the Financial Planning Association of South Florida. With this role, Justin aims to better prepare the next generation of advisors and planners to handle the evolving financial services landscape in order to better serve our community. He frequently collaborates with local schools and goes into classrooms to teach students about personal finance and financial literacy.