Justin D. Stevens headshot

Justin D. Stevens CFP®

President

Justin D. Stevens, CFP®, President, has a BS in Business Administration from Nazareth College of Rochester. Justin began his investment advisor career in 2009 at Sage Rutty and Company, Inc. in Rochester, NY. During his tenure, Justin was the youngest First Vice President and became the youngest shareholder in the business. Additionally, he received the Rochester Business Journal’s Forty Under 40 Award for his success in business and service to the community. Justin successfully completed the University at Pennsylvania’s Wharton School of Management’s Security Industry Institute Program in 2017. Justin is active in the Rochester Community, serving on the board of the Friends and Foundation of the Rochester Public Library, and the Board of Trustees of Nazareth College. Justin and his wife, Bethany, live in Brighton, NY with their two children, Brynne and Caden.