Josh has worked in the financial services industry since 2006, bringing nearly 20 years of experience supporting individuals and families with financial planning and related services. His areas of focus include retirement planning, investment guidance, and client relationship management.
In 2024, Josh joined Retire SMART, where he holds a leadership role supporting the firm’s operational strategy and team development. His responsibilities include helping improve internal processes and contributing to the firm’s efforts to deliver consistent, client-focused service.
Josh values long-term relationships and is committed to providing clear, objective communication and guidance aligned with regulatory standards and industry best practices.
Outside of work, Josh enjoys spending time with his wife, Katy, and their two children, Elly and Emmett. He is an avid golfer and skier and appreciates the balance that time outdoors brings to both his personal and professional life.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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