Hi, I’m Justin.

For more than fifteen years I’ve worked with people navigating the financial decisions that come with retirement.

Many of the people I meet have already done a lot of things right; they’ve worked hard, saved consistently, and built meaningful wealth over decades. Yet when the time comes to start living off that money, the decisions suddenly become more complicated and more personal.

Questions like how much they can safely spend, when to take Social Security, how to handle taxes, or whether strategies like Roth conversions make sense. Beneath all of those decisions is a deeper question that often goes unspoken.

What is this money actually FOR?

Too often financial planning becomes a quiet competition to accumulate as much as possible. My belief has always been that the goal isn’t to die with the largest account balance; the goal is to use your resources intentionally so they add value to your life, your family, and the things that matter most to you.

That philosophy led me to start Vision Wealth Advisors in 2011. I wanted to build a firm that focused not just on investments, but on helping people think clearly about all the bigger decisions that shape retirement. Today I work primarily with thoughtful savers who want clarity around retirement income, tax strategy, and how to turn decades of saving into a plan they feel confident living with.

I'm a CERTIFIED FINANCIAL PLANNER™ professional and hold a B.A. in Economics from Temple University, and earned an M.S. in Financial Planning from one of the top CFP® Board Registered Programs in the country at Golden Gate University. In addition, I hold the Accredited Asset Management Specialist℠ (AAMS®) designation from the College for Financial Planning. I'm also a veteran of the United States Coast Guard, having served aboard the USCGC MOHAWK in Key West, Florida from 2001-2005.

My family and I have lived in Lewisburg for the past ten years. If you’re up early you’ll probably find me at the gym, and in my spare time I enjoy basketball and training Brazilian Jiu Jitsu.
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