“Most investments are neither good nor bad — they all have pros and cons and need to be used together in the right way to achieve the goals you want for yourself.”
Josh wants to help people make good decisions, and to do this, he accounts for different schools of thought and different angles of approach to make a strategically guided decision. He also relies on past experience as a study group leader and teaching assistant to help convey his knowledge to his clients. Learning is important to Josh — he readily admits that he did not grow up wealthy and financially sound, so much of everything he learns will show up in what he does toward his own future, and he’s ready to share these things with others.
At the outset, Josh meets with clients to establish personalized financial plans. He looks to address their concerns and potential pitfalls along the way. Josh is also focused on risk management and relevant tax concepts for saving and investing.
Josh is newly married to his lovely wife Becca. They have an adorable goldendoodle puppy named Atmo, who is both a terror and a joy. In his spare time away from work, Josh likes acting, singing, board games, trivia, history and Philly sports teams. He and his father also have a collection of presidential campaign posters, some dating back to the early 19th Century.