Josh is a seasoned financial professional with more than 10 years experience serving high-net worth individuals, foundations, non-for profits, business owners and executives throughout his community and around the country.
As the co-founder of Harbor Wealth Consultants LLC, Josh helps clients manage their assets using stocks, bonds, mutual funds and trust management. Josh helps clients take a deep dive into all of their personal finances including debts (credit cards, student loans, mortgages, etc...), insurance and LTC ( Long Term Care). Josh has a lot of personal experience with a family member in a nursing home and having family illness in recent years. This has helped him understand first hand how crucial it is for individuals and families to prepare for all elements of their short term and long term financial planning.
Prior to founding Harbor Wealth Consultants LLC, Josh worked for Prudential Securities, First Merit Bank, Fifth Third Bank, and Chemical Bank.
Josh and his wife, Nicole have two amazing children, Riley and Pierston, who live in Traverse City, MI. Josh has many hobbies such as boating, golfing, hunting and fishing, and traveling.
He has such a passion for life and meeting new people. Josh loves to help and understand who people are and how they were able to achieve different life goals. He looks forward to helping as many clients as he can in the future.