Hi, I go by Josh, thanks for taking some time to read a little bit about me. I began my career in the financial services industry over 20 years ago as a Financial Advisor with Sobitz Financial Group. My passion for Finance, Accounting, Forecasting/Budgeting and Investments led me into a 13-year span with a national healthcare organization and ultimately a Fortune 500 retail pharmacy chain. During that time, I was able to learn how to successfully implement Finance/Pricing strategies, lead corporate Forecasting/Budgeting initiatives and be a part of the Mergers and Acquisitions team. This experience in all facets of the corporate financial world led me back to working with individuals to achieve their financial goals as many of the same or similar financial strategies and planning techniques can be utilized. I love getting to know our clients on a personal level and developing a financial plan that will help them achieve their goals and aspirations. I graduated from Kent State University in 2002 with a Bachelor of Business Administration in Finance and went on to graduate from Malone University in 2008 with a Masters of Business Administration.
I am lucky to be married to my wife Beth and have two children, Nora and Sam. I enjoy serving at our church, yardwork and also playing golf!