As a CFP® professional, Josh helps individuals and families simplify their complex financial lives–building financial strategies that unlock and unleash more generous lives. With over 20 years of experience in the financial industry, he brings clarity, wisdom, and heart to the planning process. 
 
Josh specializes in helping clients develop their vision, prioritize goals, pursue growth, manage risk, reduce taxes, and implement personalized plans that support both their families and the causes they care about. His background in economics from Hamilton College laid the foundation for a career entirely focused on wealth stewardship. 
 
Beyond the office, he is actively involved in his community as a football coach and a longtime member of Christ Community Church in Taunton, where he has served on the financial advisory board and in various leadership roles. He is a proud participant in C12 and Kingdom Advisors, organizations that have helped him integrate faith and purpose into the way he leads, lives, and serves.