Justin McDonald

Justin works with small and mid-sized business executives to improve outcomes for owners, leaders, and employees. A problem solver with deep financial planning experience, Justin takes a proactive approach to helping his clients save more for retirement.

Justin began his career in finance at Morgan Stanley, has worked at an RIA firm, and at Wells Fargo helping clients save for retirement by managing risk and recognizing opportunity. He is a Chartered Retirement Planning Counselor (CRPC®).