Our Team

As an associate consultant, Justin provides assistance in the preparation of materials for meetings with clients and prospective clients. Additionally, he perform tasks such as reviewing monthly and quarterly investment performance reports and preparing investment reallocation plans.

Previously, Justin worked as a finance & accounting intern with The Chicago Community Trust. His responsibilities included performing balance sheet reconciliations, supporting investment analysis, and assisting with cash receipt functions. Additionally, as a server assistant at BOKA Restaurant Group’s Swift and Son’s Tavern and GT Prime, he supported servers for an efficient rotation of clients throughout a shift and gave excellent customer service through table clearing, greeting, and assisting with guest requests.

During college, Justin had the opportunity to be a part of the esteemed Keeley Academy—a prestigious professional development program exclusively designed for finance majors at DePaul University. Within this transformative experience, he not only honed his financial acumen but also assumed the role of a student leader. As a communication officer, he led student engagement efforts within his cohort and helped promote student and alumni profiles. He received his bachelor’s degree from DePaul University.

Justin is originally from Canton, Michigan, and now resides in Chicago’s Lakeview neighborhood with his cat, Hobbes.