John established Sanderson Wealth Management in 2001 after a successful 27-year career with Ernst & Young, where he became a Partner at the age of 33. His vision for the new venture was to provide sophisticated, individualized, and comprehensive financial services to entrepreneurs, business owners, and high-net-worth individuals.

Since the formation of the firm, John has utilized his extensive experience to integrate all aspects of a client’s financial portfolio, including existing assets, future assets, and inherited wealth, while also focusing on succession planning, income taxation, and estate taxation.

John also plays an essential role in mentoring and developing our younger professionals. The expertise he shares, the lessons he imparts, and the values he instills elevate our team as a whole and has solidified the long-term future of the firm.

Justin Sanderson is second-generation leadership of Sanderson Wealth Management and has been a member of the firm since its inception in 2001. As CEO, Justin steers all aspects of the business—from strategizing and communicating a clear vision for the future to collaborating with the leadership team on implementing new initiatives. He’s especially passionate about keeping the firm on the leading edge of technology and was instrumental in Sanderson building a company-wide platform that enhances convenience and performance for our advisers and clients alike. A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of wealth management experience, Justin also serves as a lead adviser to nurture relationships with select families.

Justin has earned a reputation as an active contributor within the investment and financial services field. He is a member and supporter of the Institute for the Fiduciary Standard, a think tank promoting the importance of fiduciary principles, as well as a member of the Forbes Finance Council, where he publishes thought leadership on financial matters with a focus on business succession.

As a member of Sanderson Wealth Management since 2006, and previously an Auditing & Tax Associate through Manager at Ernst & Young, Tim has refined his expertise in the areas of income taxation, estate and wealth transfer planning, as well as comprehensive financial planning.

Leveraging this wide base of knowledge, Tim serves as our Director of Wealth Planning and is responsible for assisting clients with developing, implementing, and monitoring wealth planning strategies to achieve both their short-term and generationally focused objectives. In addition to his wealth planning responsibilities, Tim oversees the income tax compliance and consulting services available at our firm.

Tim is a member of Sanderson’s Management Team and is also heavily involved in practice development, marketing, and technology initiatives within our firm.