Josh joined Strategic Wealth Alliance Group in 2018 as a partner and advisor. He is driven by a mission to break clients free from financial uncertainty and ignite their faith to stay free. Holding life insurance & annuity licenses, as well as his Series 65 registration, Josh brings an unshakeable Lion-Hearted commitment to empowering clients with confidence and peace of mind in retirement. Inspired by the devastating impact of growth-focused investments without a holistic plan— witnessed firsthand with his parents during the 2001 & 2008 financial crises— Josh transitioned from climbing the corporate ladder to become a transformative force as a business owner in the financial industry.
Rejecting one-size-fits-all strategies, Josh leverages the Lion-Hearted Process™ to craft comprehensive plans that align wealth with purpose, shattering limiting beliefs and fostering bold, fearless futures. His passion for seeing clients successfully break free and stay free financially propels forward our movement as a firm to redefine wealth.
Josh is married to his best friend & wife, Nicki, and is the father to two daughters, Grace and Charlotte. He resides in Foglesville Pennsylvania, pouring his enthusiasm into building a legacy of impact for his family and the families of the clients he serves. At Strategic Wealth, he’s not just advising— he’s leading a revolution with Shawn that sets people free to enjoy the most valuable asset class in retirement which no one can buy— time.
