Justin is a Financial Consultant based in the Williamsville, NY office, where he works closely with Pat Madison to deliver comprehensive financial planning solutions to clients. He holds a Bachelor of Science in Economics and Finance, magna cum laude, from Canisius University.

With seven years of experience advising clients on all aspects of their financial lives, Justin brings a deep understanding of cash flow analysis, retirement planning, insurance, tax strategies, and estate planning. Prior to joining the team, he worked at a Buffalo-based independent wealth management firm, helping clients navigate complex financial decisions with clarity and confidence.

Justin believes that financial planning should prioritize people, not just portfolios. He views planning as a powerful tool to help clients live their best lives with confidence and purpose.

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.