“The ones who are crazy enough to think they can change the world, are the ones that do.”

Justin Nelson

Sergeant USMC Ret.

Fiduciary, Veteran, Investment Advisor

Justin has dedicated his life to making a difference. Joining the Marine Corps fresh out of high school was just the beginning. Justin then worked as an EMT for nearly 3 years before finding his passion in helping individuals with their financial health.

Mr. Nelson’s approach to the financial industry is to work as a licensed fiduciary advisor, legally binding his dealings to put the clients’ interests before his own.

Justin specializes in various investment instruments and financial planning. He assists clients in reaching their financial goals with either or both insurance and market-based products, as well as reducing taxes, and minimizing risk to the money they’ve worked hard for.

In his free time, Justin can typically be found with his family, reading, or spending time with friends.

Our Teammates…

Great things in business are never done by one person. They’re done by a team of people.

– Steve Jobs