Firm Builder / Head of Corporate & Business Solutions
Justin helps elite financial and insurance professionals create better outcomes for their clients, grow their practice and enter adjacent markets. He has a special focus in the design and implementation of executive benefit plans, business succession and retention strategies, and corporate asset strategies using life insurance.
Justin spent the majority of his career as a recognized leader in the manufacturing and distribution of life insurance products for businesses and corporations. He has implemented and advised on transactions that exceeded $100 M in total premium. His navigation of the large case market has allowed him to help clients in the pricing and implementation of complex product purchases. Earlier in his career, Justin was an operational specialist with a leading life insurance carrier. He has been involved in some of the largest corporate-owned life insurance transactions placed in the last five years.
Justin holds a bachelor’s with honors from the University of Findlay and earned his MBA from Capital University. He also holds the CEPA designation as a Certified Exit Planning Advisor.