Justin joined Sound Planning Group in 2018. He spent the first part of his professional career in the technology industry, where he specialized in a variety of things, including leadership and management, operations and process development, information security, PCI-DSS compliance program management, risk management, merchant underwriting, and client experience. Justin’s alma mater is Kirkland’s own Northwest University, where he graduated magna cum laude with a degree in Pastoral Ministry (i.e. leadership, ethics and theology). Justin is passionate about relationships and organizational development, so he loves working with SPG, where he can help nur
Justin Lohman
COO, COO & Investment Advisor Representative
Sound Planning Group
United States, Washington, Kirkland
About Me
Profile Information
COO, COO & Investment Advisor Representative
Sound Planning Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Kirkland
Washington
United States
Aug 5, 2024
Work Experience
Sound Planning Group
COO, COO & Investment Advisor Representative Oct 2020 - Present
Email: justin@myspg.com
More profiles to browse
TL
Tyler Lively
Director of Financial Planning, Investment Advisor Representative
JM
Joseph Maas
Chief Investment Officer
David Stryzewski
Founder, Chief Executive Officer, Investment Advisor Representative
GC
Gretchen Curtis
Investment Advisor Representative
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University