We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner™ practitioner, Justin's primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense.
At Disciplined Advisors Group, we are independent and have no in-house investments. This allows Justin to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda.
Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience. He lives in Highland Village with his wife Hannah and their son Pierce. Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers - much to his Dallas born wife's dismay.
About
Disciplined Advisors Group
We're here to help you achieve your financial goals, manage your money and ultimately, better your
life.
Unlike many other investment firms that use a cookie-cutter financial plan for all their investors,
we apply our Purpose-Based Asset Management approach. By creating separate compartments for each
investor's multiple purposes, we create a structure that allows for a prudent, less emotional
investment decision-making process.
We believe that markets are efficient and investment returns are determined by asset allocation and
the passage of time, not by manager selection or market timing.
We are focused on your security and work tirelessly toward one goal: help you achieve financial
peace of mind. As a boutique money management firm, we offer you a service that is personal, private
and exclusive.
We know you can go many places for financial advice, but the clients of Disciplined Advisors Group
benefit from the more than six decades of investment experience in which we are backed. As an
independent advisory group, our advice is not influenced by a corporate parent and we are free to
choose the right solutions for you.
At Disciplined Advisors Group, trust, commitment and caring make up the foundation that provides
services to our clients.
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