What Can You Expect From Josh: 

Josh brings a disciplined, competitive edge to the management of client portfolios, ensuring accounts are strategically structured and updated. He is the catalyst that keeps your cash moving and your price targets on track for both short-term wins and long-term legacy. By coordinating with top-tier wholesalers, Josh brings the power of global research directly to your plan. He tracks client holdings with precision, making sure every position aligns with your diversification and performance goals.

Knowledge & Experience: 

Josh graduated with a bachelor’s degree in finance and a minor in economics from Sacred Heart University. Before entering the wealth management world, he played Division I ice hockey and later transitioned his leadership skills into coaching youth teams. Since joining OGWP in 2023, he has obtained his SIE certification and is currently on track for his Series 7 and 66 industry licenses.

Get To Know Him: 

After playing professional hockey in the minor leagues, Josh remains passionate about the sport, playing in a recreational men’s league weekly. He frequently travels home to Minnesota to visit family and friends. When he isn't on the ice, you can find him golfing, fishing, or simply enjoying the great outdoors.