Josh began his career in the financial services industry in 2007 with the goal of helping families and business owners grow and protect their wealth through comprehensive financial planning.
He focuses his time and energy on building relationships with clients first and foremost. This way he can understand his clients needs and goals in order to build and manage their financial plans effectively.
Joshua earned a Bachelor of Science from the University of Hartford in 2005 before pursuing his career in the financial services industry. He is a Chartered Financial Consultant and currently holds the series 7 registration with LPL Financial, and 66 securities registration through LPL Financial and Flagship Harbor Advisor, and Life Accident and Health Insurance licenses.
Joshua lives in Merrimac, MA with his wife Heather and three children, Madison, Kennedy and Jake. He enjoys spending time with family and friends, golf, fishing, and outdoor activities.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Northern Peak Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this bio may only discuss and/or transact securities business with residents of the following states: MA, NH, CT, ME, NY, VA, MD, FL, TX, IN, SC