Our Story

Two Brothers. Two Distinct Strengths.

One shared mission:

To bridge the gap between financial and legal planning for true wealth integration.

We understand that true success comes from wise stewardship—protecting what matters most for generations to come.

C. Blake Johnson

Built his expertise in creatively structuring plans for ultra high-net-worth families, advanced wealth transfer strategies, and premium-financed life insurance, working in specialized boutique firms.

C. Bart Johnson

An estate planning and litigation attorney, saw firsthand how fragmented financial and legal strategies created unnecessary risks for families and businesses. Determined to change that, he envisioned a firm where both disciplines worked seamlessly together.

CBJ Financial

In 2020, they combined forces to create CBJ Financial—a firm built to deliver truly integrated planning for high-net-worth families and business owners, ensuring that every opportunity is maximized and nothing is overlooked.

Meet Our Team

Mission Statment

We empower affluent families and business owners to make confident, strategic decisions that build, protect, and sustain their wealth for generations.

Meet Our Team

C. Bart Johnson, JD

Managing Counsel

C. Blake Johnson

Managing Principal

C. Bart Johnson

Senior Advisor

Nicole Penn

Advanced Case Manager

Paula Crisi

Director of Underwriting

Jaqueline Steinberg

Director of Advanced Case Design

Trudy Turscak

Case Manager

Experience a Wealth of Personalized Service

You’ve worked hard to build your wealth—now let us help you maximize it. Our experts create tailored tax-advantaged strategies all designed to help you keep more of what’s already yours.