Justin Goldstein, AIF®

Justin has been with the firm since 2012. He has over 10 years of experience in portfolio design and management. He specializes in working with plan sponsors to develop and service retirement plans to ensure fiduciary compliance and best practices are in place. Justin collaborates with clients to develop a portfolio meeting their specific objectives, and continues to restructure and enhance as the industry evolves. Prior to joining the financial industry, Justin was an Executive Officer in the Army National Guard. Justin is also a member of the Financial Planning Association. Justin graduated from the University of Wisconsin - Whitewater with a Bachelor of Business Administration in finance.