Vice President, Senior Plan ConsultantAs a Senior Plan Consultant who holds the Accredited Investment Fiduciary®, Justin's work with 403(b) and 401(k) plans centers around the implementation of fiduciary best practices that seek to minimize risk, reduce employer and employee costs and drive positive retirement outcomes.
He is an advocate of transparency and works to be highly effective at mitigating plan fees. Justin drives retirement plan committee process around all aspects of plan management and was named to the National Association of Plan Advisors (NAPA) 2017 and 2019 Top Retirement Plan Advisors Under 40*.
Justin was raised by educators and has extensive personal and professional experience with mission-driven organizations. He brings this unique understanding of non-profit culture to his retirement plan work. Justin earned a B.A. from Hobart College. He lives with his wife and three sons in Newbury, MA and enjoys boating with his family off the Coast of Maine.
Designations & Registrations
- Accredited Investment Fiduciary® (AIF®)
- Series 7 Securities Registration
- Series 66 Securities Registration
*The National Association of Plan Advisors (NAPA) created and conducted the survey for the Top Retirement Plan Advisors Under 40 award. Award nominees are solicited and voted on by NAPA members with evaluation criteria that include current and new defined contribution assets under management and the number of defined contribution plans for the past 12 and 24 months. In 2017, approximately 500 candidates were considered for the award and 75 candidates received the award (approximately 15%). In 2019, approximately 500 candidates were considered for the award and 100 candidates received the award (approximately 20%). The recipient did not pay a fee to participate in the survey. The award may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the advisors’ clients. Receipt of the award is not indicative of future performance.