Justin focuses on building meaningful relationships with his clients.
Joined Lido: 2022
Homebase: Dallas
Professional Focus: He provides wealth planning for affluent individuals and families. His primary focus is helping clients with financial planning with due consideration to tax and estate concerns, as well as providing clients with tailor-made allocations and strategies.
Education: B.A., Finance, Cal State Fullerton
Previous Work Highlights: Justin has over seven years of financial management experience including consulting and portfolio planning roles at various firms including Merrill Lynch and Morgan Stanley Private Wealth Management.
Personal Facts: Enjoys international travel, basketball, film, and spending time with his loved ones.
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