I entered this business in 2005 working for one of the big insurance and investment firms. I believed I could make a positive impact in the lives of others who were fearful or uncertain of their financial future. I was determined to learn all I could, I wanted to know what the people on wall street knew. So, I embarked on a rigorous educational journey, obtaining the American College Chartered Financial Consultant (ChFC) designation and the Certified Financial Planner (CFP) designation and several FINRA securities licenses. Along the way it became apparent to me that this business was really more about selling and product placement than what was always in the client’s best interest. I knew this wasn’t what I signed up for and that there had to be better way.

All progress starts with the truth it certainly did for me in 2012, while in the process of interviewing portfolio managers to handle the portfolio management aspect of my practice. I discovered that what I had been taught, led to believe was the right way to invest was turned upside down after an encounter with Mark Matson and Matson Money. 

Through this encounter with Matson Money I discovered that the myths of traditional investing (the myths I had been taught, led to believe were true) are what leave most investors confused and frustrated with their results. Following this discovery, I left the broker-dealer world and registered Junkin & Company as a Registered Investment Advisor (RIA). As an RIA, our standard of care is that of a Fiduciary – putting our clients best interest first, ahead of our own.

The purpose of Junkin & Company, the reason we exist, is to enable you to transform your investing experience by empowering you to discover the truth about investing and your true purpose for money leaving you with the freedom and the confidence to fulfill on your goals and dreams.