Years of experience: 21

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Justin's Career Path
Director - Financial Advisory IBCOct. 2024 -
Present
MarshBerryDirector - Financial Advisory IBC
Grand Rapids, Michigan, United StatesThe Wealth Advisory market is currently one of the fastest growing advisor channels. At MarshBerry we know and understand the distinctive complexities of these markets, working with you to amplify your position. For immediate or long-term strategies in liquidity, organic and inorganic growth, and business continuity planning, firms choose MarshBerry Leveraging a focused and well–defined proce...
Chief Growth OfficerOct. 2022 -
Jan. 2024
Journey Strategic Wealth Chief Growth Officer
Journey Strategic Wealth is a Registered Investment Advisor built for advisors who want independence, flexibility and full-fledged practice management support.
PrincipalFeb. 2021 -
Present
Tampa, Florida, United StatesWe provide tailored strategic advice to wealth management and asset management firms, guiding them through growth, operational efficiency, and transitions to achieve their long-term goals. Our expertise extends to M&A advice, strategic planning, valuations, compensation structuring and strategic partnerships encompassing the design and implementation of customized distribution and capital-rai...

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