We are pleased to announce the hiring of Justin Clapp, CFP® to our growing family of professionals. Justin will be serving clients from our Carmel, Indiana office.
We continue to be so honored to serve a growing number of families with financial planning, investment using our Total Wealth or holistic approach. To support our growth and maintain an extra-mile service in our comprehensive services, we are always excited to welcome a new member to our team.
Justin was hired as an Associate Wealth Advisor in January 2024. In his role, he will support the financial planning team with insurance analysis, tax projections, college and retirement analysis, as well as other updates to client’s financial plans. Justin also supports clients with various administrative tasks and problem solving to make their lives a little easier. Prior to joining the firm, Justin gained experience working with Charles Schwab and another Indianapolis based wealth management firm. He earned his Bachelors in Business Marketing from Indiana State University, then he crushed the Certified Financial Planner study and exam in late 2023.
Justin was raised in Terre Haute, IN as the middle sibling of a very close knit family of 6. He and his wife enjoy long walks and hikes with their daughter and two golden retrievers. He also enjoys hosting bonfires, playing his Martin acoustic guitar and competing in long distance races including the Indianapolis Mini Marathon where he accomplished a finishing position in the top 500. Justin is also a member of his church One Fellowship where he volunteers and helps lead a small group.
As we grow to serve more families in search of our Fiduciary wealth planning guidance, it’s important that we keep our family-like culture and that’s why we’re excited to have Justin join our team. Your continued confidence in our services is extremely important to us, and we appreciate it.
About the Author: Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at rob@twpteam.com.
