Justin Peacock MBA, CFP®
What inspired you to choose wealth management as a career?
I liked the idea of working in an industry that was intellectually challenging while focused on the principle of helping others. Wealth management is a dynamic industry that requires you to be well-read, well-informed, and emotionally intelligent to understand and respond to the concerns of others.
Why did you choose to be part of the BDF team?
In short: the people and the process. As I was interviewing, I was impressed with the caliber and character of the BDF team. At the same time, I was drawn to BDF’s business model. I was very interested in joining a firm that focused on keeping the clients’ interests first, and I felt that BDF was well-positioned to do that as an independent, fee-only firm.
What do you enjoy most about being a part of the BDF team?
BDF is truly one large team dedicated to delivering the best advice to our clients. I lean on my colleagues a great deal on a wide array of issues ranging from investments to estate planning to taxes. I tap into their reservoir of experience and knowledge to help deliver the best experience to our clients.
Why did you choose to get involved on the Business Owner Team?
I enjoy building relationships with business owners and helping them solve complex issues. Business owners have unique concerns. Business owners are so busy running their business that they value the way we’re able to bring order and structure to their personal financial lives.
What’s the most influential book you’ve read and why?
Unbroken by Laura Hillenbrand is the story of Louis Zamperini, an Olympian and World War II prisoner of war. His story paints an incredible picture of toughness, resolve, sacrifice and eventually redemption. It’s a great reminder of the sacrifice that brave Americans have made over our history to protect all the freedoms that we enjoy in the American life.
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Justin Peacock draws genuine satisfaction from advising business owners on financial plans that position them to live a full life – whether that involves retiring early, selling their business, sending children to college or anything else they aspire to.
As a member of BDF’s Business Owner Team, Justin draws on his MBA training and more than a decade of experience with Goldman Sachs to design wealth management plans that take into account the full spectrum of an entrepreneur’s business and personal concerns. He balances the risk involved in the entrepreneur’s most significant asset – the business – with his or her personal investment risk tolerance to create a plan that will withstand volatile times.
Justin works well with entrepreneurs, in part because of his own entrepreneurial spirit. He joined BDF for the opportunity to be part of a dynamic organization that cultivates a constant desire to improve the client experience. “We hold ourselves accountable to doing the best work for clients, and we never settle for the way we’ve always done things.”
Before joining BDF, Justin was a member of the asset management and private wealth management groups of Goldman, Sachs & Co. During that time, he developed a deep knowledge of investment strategies, designing globally diversified portfolios and asset allocation strategies for high-net-worth families and business owners. Justin’s current clients benefit from the global perspective he cultivated at Goldman. “It’s important for all clients to think about risks and opportunities throughout the world and how to incorporate them into a globally focused portfolio.”
Justin has also developed a focus on serving business owners within the agri-business industry, which he describes as a dynamic industry that is intricately tied to global economic trends.
Justin graduated Magna Cum Laude from Illinois State University with a BS in Mass Communication, and earned an MBA from the top-ranked Kellogg School of Management at Northwestern University. Outside of work, Justin enjoys serving on the Board of his local church, and spending time with his wife and three children.
If you’re looking for a driven, disciplined advisor with a thorough understanding of entrepreneurs’ risks and opportunities, call Justin.