Justin is a native of Appleton, WI and graduate of Wisconsin Lutheran College, where he met his wife, Brooke.  Justin has a bachelors of Science degree in chemistry and is currently working to obtain a masters degree in finance.   Before joining the Annex team, he was a representative for OneAmerica Financial Partners and ING Financial Partners.  Justin has passed the following FINRA exams: Investment Company Products/Variable Contracts Limited Representative (Series 6), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Adviser Law Examination (Series 65).  He also holds life and health insurance licenses.  

 

Justin is passionate about providing independent advice for his clients.  He advises individuals and small business owners with their financial needs and stresses risk management solutions to help protect assets.  Justin believes comprehensive financial planning is the best way to plan for what life will bring in the future.

 

Justin resides with his family in West Bend.  He enjoys spending time with his wife and daughter.  They are eagerly anticipating the birth of their second child.  Spending time in the outdoors is another passion of Justin’s.  He enjoys fishing, hunting, golf and other outdoor sports.