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Specialties
With over a decade of industry expertise, Justin specializes in serving business owners and the self-employed.
He brings a wealth of knowledge to the table, focusing on sponsored plans, risk reduction, cash management, and tax mitigation while also providing guidance in creating a strong exit plan. Committed to understanding the unique financial challenges faced by entrepreneurs, Justin crafts personalized strategies that empower his clients to achieve their business and personal financial goals. Justin attended Harrisburg Area Community College and earned an Associate’s Degree with a concentration in Business. Justin is a Certified Long Term Care (CLTC®) professional and has earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. He has also been awarded the National Social Security Advisor (NSSA®) designation by Social Security Professionals, LLC. He and his wife Elyse have two children, Liliana and Adrian. In his spare time you can find Justin either on the football field or basketball court where he remains active across several adult leagues.
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Always free for clients.
RICP, CEPA®, NSSA®, CLTC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Financial planning and investment advisory services are offered through Oakwood Capital, Inc. (OC), an SEC registered investment adviser. Brokerage services are offered through Oakwood Capital Securities, Inc. (OCS), a registered broker-dealer. Everstead Capital is composed of registered representatives with OC and OCS.