“Make an Impact. Be Real. Experience the World.”
Guided by his life motto, Justin's journey in the financial services industry began over twenty five years ago. This philosophy and his experience has shaped a distinctive approach for guiding individuals seeking financial clarity and impact.
Believing in the supremacy of Moments over Money, Justin crafted the "IFS Way"—a personalized process that uses wealth to create impactful moments in one's life, family, and community. Impact Financial Strategies, founded in 2019, is the embodiment of Justin's legacy, offering high-level financial advice and strategic planning for sudden wealth scenarios such as inheritances or business exits. Justin’s expertise shines in orchestrating the complexities of investments, tax planning, and generational wealth transfer, helping clients navigate emotional challenges and providing the confidence to create their unique "Moments of Impact."
Professionally, Justin is driven by education. After graduating with honors in Criminology and Psychology from Northern Arizona University in 1998, he began his financial career. Justin further enriched his expertise by studying European Law and Organizational Psychology in Sweden and continues to stay at the forefront of financial education by avidly reading and attending premier industry events. His dedication to learning led him to attain an MBA and prestigious designations, including Certified Financial Planner® (CFP®), Certified Exit Planner® (CEPA®), and most notably, Certified Private Wealth Advisor® (CPWA®). Justin is the only professional in Northern Colorado that holds a CPWA®, the industry’s highest standard for High Net Worth Planning.
As a two-word self-summary, Justin identifies as an "Experience Collector," living a life of passion and adventure across five continents—encountering African Elephants on photo safaris, savoring Michelin-starred meals, and embracing extreme sports like snowboarding, wakeboarding, hiking, and Spartan races. Beyond these pursuits, Justin has dedicated over 2,000 hours to community service, serving as a volunteer and board leader for organizations such as the United Way of Larimer County, where he served as president, and as a Rotary Club president. He is also active in fundraising, supporting the Alzheimer's Association, the Larimer County Food Bank, and Partners Mentoring Youth. Justin finds continued purpose by participating in leadership programs such as The Flagstaff Leadership Program and Leadership Fort Collins.
Alongside Justin for most of his journey has been his inspiration and navigator, his amazing partner and bride, Stephanie. Completing the "Davis Wolfpack" is their beloved puppy, Archibald Barisol, who believes he’s human—and is available by request for canine consultations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.