Client Advisor, Retirement Plans & Individuals and Families
P | 585.586.0970
E | firstname.lastname@example.org
Join Date: February 2018
Justin draws upon his tax experience and CPA designation to provide comprehensive wealth management and planning services to high net worth individuals and families. Justin also plays an integral role in Alesco’s retirement plan advisory practice.
Justin began his career in public accounting with Deloitte Tax, LLP in Atlanta. Prior to joining the firm, he spent four years as a partner at EFPR Solutions, LLC, managing the staffing and outsourced accounting practice services.
Credentials & Education
- BA Economics and Political Science, University of Rochester
- MBA, University of Rochester - Simon Business School
- CPA - Certified Public Accountant
- AIF - Accredited Investment Fiduciary
Justin currently serves on the Board of Directors of Flower City Habitat for Humanity. During the spring and summer months, you can find Justin volunteering as a Little League baseball coach.
Justin and his wife reside in Pittsford, NY with their two children.