Join us April 10th at 6:oo PM for a Retirement Education Seminar lead by Justin Holtz, CFP.
As a seasoned Financial Planner, Justin specializes in crafting tailored strategies
to help individuals and families achieve their short and long-term financial goals.
From retirement planning to investment management, he provides personalized
guidance to navigate the complexities of today’s financial landscape.
In 2017, Justin began his career as a Financial Planner with Hilliard Lyons. During
this time, Justin served as a regional Financial Planner for 17 offices across the
Midwest, where he crafted and presented Comprehensive Financial Plans for
thousands of clients. When Hilliard Lyons was acquired by Baird in 2019, Justin
joined The Boren Bernardin Schiff Wealth Advisor Group of Evansville as a
Financial Advisor, as well as a dedicated Financial Planning expert for the team’s
clients. Justin graduated from Ball State University with a triple major in Finance,
Accounting and Business Administration, along with a minor in Financial
Planning. Justin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
and has his Series 7 and 66 licenses.