Justin is an Associate Director of Financial Planning with Summit Financial Services, Inc and has extensive experience reviewing and refining financial plans. He also assists in creating investment portfolios and performs extensive investment analysis with Morningstar’s professional software among other resources.

Justin received his Bachelor of Science degree from Dowling College. He is a CFP® professional, completing the Certified Financial Planner program at Hofstra University. He is also a Chartered Financial Consultant, completing the ChFC® program at The American College.

Outside of the office you can find Justin on the golf course or exchanging rallies on the tennis court.