Meet Josh


Practitioner and holds a Master’s of Science degree in Personal Financial Planning.

Josh has provided financial advice to clients since 1998. Over those 2 decades he has developed extensive knowledge of investment management, Social Security, tax, retirement planning and wealth transfer strategies.

He has learned that successful financial planning does not need to be complex. He follows the tried and true rule he learned in the Army, “Keep It Simple.”​ In fact, complexity can be the enemy of successful financial planning.

Josh used the GI Bill to earn his degree in economics from George Mason University in Fairfax, VA, where he received a number of academic scholarships. He was also awarded the Wall Street Journal Award for Academic Excellence named Economics Student of the Year in 1997 as well as president of the GMU Economics Club. He was an instructor for the Virginia Commonwealth University CFP certification program in 2006 and was named as one of “America’s Top Financial Planners”​ by the Consumers Research Council of America for 2008 and 2010. Josh also served as a Commissioner for the Dayton, VA Planning Commission.

He served as an infantryman in the U.S. Army’s 10th Mountain Division and the Virginia National Guard.

Josh greatly values spending time with his wife and four children. He has served for many years as a volunteer coach in his children’s sports activities. His family is also very active in their church and neighborhood community. Being raised on a small island in Casco Bay, Maine, Josh is a passionate fan of college and professional hockey and tries to catch a Boston Bruins game at least once a year with his family.

Love my wife, family, God’s creation, Boston Bruins, and my country!

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