Justin Bell

Investment Advisor

Justin Bell began his career in 2015 in commercial finance, where he worked closely with business owners and families on growth strategies, succession planning, and tax-efficient wealth transfer. This experience provided him with a deep understanding of the unique challenges and opportunities faced by entrepreneurs and multi-generational families.

In addition to his financial services background, Justin is an entrepreneur himself. He founded and operated a 40-cow organic dairy farm, gaining firsthand experience in business ownership, strategic planning, and navigating complex financial decisions. After successfully selling the farm in 2022, he transitioned into private wealth management, where he now helps clients build, preserve, and transfer wealth with confidence.

Clients appreciate Justin's practical, straightforward approach to complex financial matters. Drawing on both professional expertise and real-world business experience, he focuses on delivering clear, actionable advice tailored to each client's goals.

Outside of work, Justin is an avid endurance athlete who has completed multiple Ironman triathlons. The discipline, perseverance, and commitment required to compete at this level mirror the values he brings to serving his clients every day.