Retirement Plan Consulting
Vice President, Senior Plan Consultant
As 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.