Josh is an associate financial advisor with a background in financial planning. His expertise in analyzing and formulating financial plans and his strength in forging strong bonds with clients and team members are essential to the close and committed relationships the firm maintains with its client families.
Prior to joining Morton Brown Josh worked at Charles Schwab for three years, where he was a retirement service specialist. He later served as a financial planner for an advisory firm, developing comprehensive retirement plans. Josh is a graduate of Grove City College where he earned a B.S. in Finance.
In his free time, he enjoys playing volleyball, soccer and is an avid runner, competing in 10k’s and half marathons.
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