“Those Who Never Make Mistakes Work For Those Of Us at Do!” - Henry Ford
Justin began serving clients in his accounting career in 2007 after receiving an accounting degree from Valparaiso University. After initially joining a local CPA rm Justin joined Kuhn Dillon Umbaugh as a partner in 2013 to form a Family Office Concept that brings his clients the convenience and confidence of knowing that all their business and personal tax, financial, payroll and bookkeeping needs can be met from one central operation. Justin follows a unique client centered process that reconciles their business clients’ accounts and books every month, enabling them the ability to forecast, plan, and make decisions at any time of the year.
Proud of his Plymouth roots, Justin is active in the Plymouth community serving on the board of several local organizations. He a member and past president of Plymouth Rotary, former board member of the Professional Advisors Committee for the Marshall County Community Foundation, and the United Way board.
Justin resides in Plymouth with his wife Alisha, son Isaiah and daughter Willow. He enjoys finding every opportunity to spend quality time with his family and can often be seen enjoying family bike rides and spending time with his large and very close family. Justin enjoys traveling and has a goal to, together with his wife, visit all 50 states.
Anchored by his mission to simplify accounting down to simple, understandable systems, and processes that are kept current all year long, Justin best serves clients that:
- Are frustrated with their current accounting and financial relationships because they are not getting the communication and responses they feel they are entitled to.
- Are not able to forecast, prepare, or make decisions because their books are not up to date monthly.
- Would like to have the convenience of a Family Office Concept where all their tax, accounting and financial needs are handled under one professional relationship.
- Want to keep doing what they love, and not all the behind-the-scenes items that come with ownership.
Many of Justin’s best client relationships have been related to:
- Small to mid-sized family owned businesses that take pride in and personal responsibility for their business.
- Owners that are considering the sale of their business in the future and are looking for guidance on valuation and a plan to transition to retirement or their next venture.
- Owners looking for advice and education as they grow their business in an ever changing world.