Personal
As a financial advisor with Northwestern Mutual, Josh enjoys helping his clients carve out a life by design.
After serving local high school and college communities as a basketball coach for over 13 years, Josh knew his passion for helping others achieve their goals could be even more impactful in the financial services industry. In 2019, he began his financial planning practice out of Mount Laurel New Jersey to help professionals and families realize long-term financial security and success.
Josh received his Bachelors in Sports Management and his Master of Business Administration from Liberty University. He currently holds his Life, Accident and Health, series 6 and series 63 licenses.
Josh and his wife Christy reside in Southern New Jersey. Together they have three beautiful children, Melora, David and Toby. Josh enjoys his time as a father. He and his family love vacationing in Ocean City, playing with their American Labrador, River and spending time with their local church community.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
For 13 years, I enjoyed a successful career as a high and college basketball coach. In 2019, I chose to leave that profession and open my financial planning practice - to spend more time with my growing family, and to help young professionals and families realize long-term financial security.
Education
Liberty University - Sport Management (Bachelor of Science)
Liberty University - Master of Business Administration
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Advisory Services
Education Planning & Funding
Insurance Protection Strategies
Long-Term Care Planning
Business Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
