Justin is the Operations Manager at Frederick Wells Advisors. After spending three years as a data analyst for a local mortgage service company, Justin decided to pursue a more impactful and fulfilling career. As result he joined Frederick Wells in 2017, where he is responsible for the firm’s daily operations and client servicing, which includes client onboarding, maintenance, compliance assurance, and technology integration. Justin share’s the firm’s commitment to a financial planning model that is collaborative, relationship-oriented and responsive to clients’ unique goals and situations. He also appreciates Frederick Wells’ commitment to working in clients’ best interests and a culture that encourages the personal growth and development of all employees.
Justin earned a B.S. in Accounting and Financial Services from Edinboro University of Pennsylvania and completed the University’s Certified Financial Planning curriculum. He plans to take the CFP® certification exam upon completion of the experience requirement. Justin holds the FINRA Series 7 license through LPL Financial, as well as Life, Accident and Health Insurance licenses. He also is a Notary Public. Justin is an avid learner and plans to earn further accreditations and designations going forward.
Justin was raised on his family’s farm near Titusville, PA. He currently lives in Mt. Lebanon township with his partner, Andy. Outside of the office, Justin enjoys spending weekends at Canadohta Lake, adventuring outdoors, learning about history and architecture, and spending time with his family and friends.