A graduate of the University of Amherst Massachusetts, Joshua’s finance industry experience includes being a trader and then an investment banker, to the financial advising work he does today. He brings that wealth of knowledge to support his clients in the best way possible. His expertise and business insight coupled with his family first attitude brings invaluable benefits to the company and directly to our clients - and when he’s not digging into forecasting and planning, you can find him at a Phish concert or hiking in the woods with his kids.