Justin is a Client Services Associate based in the Williamsville, NY office where he works closely with Pat Madison to deliver personalized financial planning solutions to clients. He is responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling day-to-day client requests.

As a liaison between client and financial advisors, Justin is committed to delivering clear, consistent, and concise communication throughout every stage of the client relationship, ensuring a smooth and confident experience for the client. He takes pride in building strong relationships with clients to ensure their long-term trust in our team and provide the best service experience possible.

Justin holds a Bachelor of Science in Economics and Finance, magna cum laude, from Canisius University. Outside of work, Justin is an avid runner who regularly competes in 5Ks, 10Ks, and marathons. He’s also a passionate sports fan and a big supporter of the Buffalo Bills.