
Justin Holtz, CFP®
Managing Director
Justin's journey into financial planning started early, working in his father's office and witnessing the real impact of smart money decisions. Hailing from the countryside of Central Pennsylvania, he brings those small-town, honest values to his client relationships.
Since 2001, Justin has been an independent advisor, holding a finance degree from Penn State and the CERTIFIED FINANCIAL PLANNER™ designation. As a third-generation advisor, financial wisdom runs in his veins. He is active in the community and local chapter of the Penn State Alumni Association and serves on the board of directors for the McLean Chamber of Commerce. When he's not working with clients to set them up for financial success, Justin enjoys hiking, savoring craft beers, and escaping to the mountains with his wife and two kids.
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