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Justin Clapp

Justin serves as an Associate Wealth Advisor in our Carmel, Indiana office. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in January 2024. Justin also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Justin served in related roles at Charles Schwab, and another Indianapolis based financial planner.

Justin’s credentials include:

  • BA in Business Marketing from Indiana State University
  • Certified Financial Planner (2023)
  • Previous Series 7 and 63

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.