Justin A. Bundza
Senior Wealth Manager
(386) 672-0147
Justin is a seasoned financial professional with more than 25 years of experience in the financial services industry, having begun his career in 1999. He earned his Bachelor of Science in Finance from Florida State University and holds Series 7, 63, and 65 registrations through Kestra Financial. Justin provides objective, non-proprietary investment strategies designed to align with each client’s unique goals. He is committed to building long-term relationships grounded in trust, transparency, and personalized service.
Outside of the office, Justin enjoys boating, golfing, and fishing, and values spending time with his wife, Kelli, and their three children.
Crystal Cowen
Branch Operations Specialist
Crystal serves as our Branch Office Specialist, bringing over 25 years of experience in the financial industry. She has worked with several large firms both in St. Louis and locally, developing a strong foundation in client service and operational support. In her role, Crystal is dedicated to delivering a seamless and positive client experience. She assists with a wide range of account services, including processing transactions, facilitating fund transfers, scheduling appointments, and addressing client questions with efficiency and care. Her extensive experience and commitment to service make her a trusted resource for clients and a valued member of the team. Outside of the office, Crystal enjoys hiking and spending time with her grandchildren.
About UsOur Team Is Your Team
We pride ourselves on delivering a high level of personalized service built on trust, responsiveness, and long-term relationships. Every client’s situation is unique, and we take the time to listen carefully, understand individual goals, and provide thoughtful guidance tailored to their needs. Our commitment is to make complex financial decisions easier to understand while remaining accessible and proactive every step of the way. We believe great financial planning is about more than numbers — it’s about helping people feel confident, supported, and cared for throughout every stage of life. Our goal is to provide the kind of service and attention that clients can rely on for years to come.
Secure Form