After starting his financial services career as a Financial Advisor with Morgan Stanley in Philadelphia, Josh joined Lane Bridgers Schill in July 2012 as a Senior Financial Advisor, before becoming the VP of Investments and Senior Wealth Advisor for Redwood Wealth Management Group. Josh strives to ensure a high level of client satisfaction by providing clients with comprehensive planning and investment advice based upon their unique financial needs and objectives, along with dedicated customer service. In 2015 Josh attained his Chartered Retirement Plans Specialist (CRPS®) designation through the College for Financial Planning, and shortly thereafter he earned the Accredited Investment Fiduciary (AIF®) designation. Josh was a standout lacrosse player born and raised in the Baltimore area where he attended Loyola Blakefield. He earned his degree in Economics and Business from Washington College in Chestertown, MD. Josh continues to stay involved in the community by coaching for local lacrosse programs.
* Recipients selected on the basis of client relationship and not the investment performance of the advisor. Past investment performance is not indicative of future results.