Josh is a financial consultant who helps clients manage all aspects of their financial lives. He specializes in investments, retirement planning, education planning, and insurance. Josh works with clients to understand their financial goals and aspires to develop a plan to work towards achieving them.
Josh holds the Chartered Retirement Planning CounselorSM designation or CRPC®, which specializes in helping clients define a road map to retirement. Josh is passionate about helping clients create strategies for their financial goals and he is committed to providing his clients with the best possible service.
Bringing 6+ years of experience in the financial services industry, Josh is available to meet with clients in person or virtually, and he is always happy to answer questions and provide guidance.