Josh guides businesses, not-for-profits, and local governments in selecting, monitoring, and ensuring the compliance of their retirement plans.  He offers consulting on plan design to enhance participant outcomes. Having previously served in sales and service roles with two retirement plan providers, Josh has extensive experience with annual plan reviews, educational meetings, and acquisition of new retirement plans. Josh focuses on building relationships with our retirement plan clients and his commitment to empowering plan participants towards a prosperous retirement outcome underscores his dedication to financial well-being and success.

 Josh resides in New Tripoli, Pennsylvania, with his wife Tracey, and their children Andrew and Emily. Their family includes two golden retrievers, Tucker and Teddy. In his leisure time, Josh is dedicated to being a PIAA Football Official and coaching his son’s basketball and baseball teams. His interests also include playing golf, watching sports, reading, and traveling. A proud graduate of Whitehall-Coplay High School and Moravian University, Josh brings a wealth of experience in the financial industry to his role.