My Mission: Helping You Create a Financial Plan That Grows With You

My name is Justin. I am a husband and father of two delightful children. I have spent the past 10+ years as owner and manager of several small businesses. I'm drawn to helping people improve their quality of life. My experiences as a coach, small business owner, parent and spouse provide a unique perspective for me to understand my clients’ needs and wants. I listen carefully to my clients and help to identify their challenges and goals. 

I understand that many people are intimidated, embarrassed or confused about who to trust when it comes to financial planning. I believe that everyone deserves the opportunity to feel confident about accomplishing their long term personal and financial goals. When I meet with a potential client for the first time, I take a holistic and consultative approach to our meeting. I enjoy keeping the experience focused on the goals of the individual and as a result, the process is relevant and relaxed.



Justin William Pernitz

Financial Representative

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