Focus
Justin brings a thoughtful, people-first mindset to his work with individuals and business owners navigating complex financial decisions. He’s known for asking meaningful questions that uncover the “why” behind clients’ financial goals, and for helping them feel understood throughout the planning process. Drawing from his personal roots in a family business, he relates deeply to the challenges entrepreneurs face and offers practical guidance with a strong sense of empathy.
Education, Awards & Credentials
- Southwestern Oklahoma State University – BBA in Finance
- Mid-America Christian University – MA in Business Leadership
- CFP® – CERTIFIED FINANCIAL PLANNER™
- CPWA® – Certified Private Wealth Advisor®
- CEPA® – Certified Exit Planning Advisor
- Forbes Recognitions:
- Top Next-Gen Wealth Advisors Best-In-State for Oklahoma (2022, 2023, 2024)
- Best-In-State Wealth Advisors for Oklahoma (2023, 2025)
Outside the Office
Time outside the office revolves around family, faith, and the outdoors. Justin and his wife Christy—who teaches nursing at Western Oklahoma State College—stay active with their three sons, Asher, Maverick, and Wiley. From youth sports fields to weekend road trips, life is anything but slow-paced. While they love trips to the mountains or beach, most weekends are spent on their hay farm or grilling out on the porch with friends and neighbors.
Growing up in Western Oklahoma and the Texas Panhandle gave Justin a strong sense of community and appreciation for the hard work behind every financial decision. These roots show up in both how he connects with clients and how he lives his own life. He also serves as a trustee for Mid-America Christian University and as a board member for Merritt Public Schools — roles that reflect his commitment to giving back and investing in the future of his community.
Forbes Top Next-Gen Wealth Advisors Best-In-State for Oklahoma, compiled by Shook Research, LLC (2022, 2023, & 2024). Most recently received in August 2024 based on data gathered from 3/31/23 to 3/31/24.
Forbes Best-In-State Wealth Advisors for Oklahoma, compiled by Shook Research, LLC (2023, 2025). Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24.
No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
