Raised in Western Pennsylvania, Joshua developed a strong work ethic early in life. His first glimpse into the financial world came while working at the Butler Country Club, where he met Bill Tillotson. Those early conversations with Mr. Tillotson and his colleagues inspired Joshua to pursue degrees in Economics and History at the University of Pittsburgh.
After graduating, Joshua continued in Mr. Tillotson's footsteps by joining the United States Army, where he commissioned as an officer. His years of service deepened a lifelong commitment to helping others and moved by the injuries he witnessed among fellow soldiers, he set his focus on medicine. After years of preparation and a rigorous admissions process, he earned his place at medical school. While in the program, serious health challenges affected his family, and he returned home to Pittsburgh to help during a difficult period. While there, he reconnected with mentors from Hefren-Tillotson, now Baird, and came to see how his broad network and diverse experience could continue to serve others in a meaningful way through wealth management.
Today, Joshua blends his background in leadership, medicine, and finance with a client-first approach grounded in empathy and trust. He is continuing his education through a graduate degree in Wealth Management at Columbia University while also pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He works closely with business owners, physicians, and families navigating the complex decisions that come with growing, protecting, and transferring wealth. His mission is to build lasting relationships, offer thoughtful guidance, and deliver personalized strategies that help clients achieve what matters most, whether preserving a legacy, planning for retirement, or navigating life's important transitions.