For too long, the financial services industry has been built around corporations and the few who control Wall Street. Josh believes it’s time to change that. Everyday Americans deserve strategies that protect their families, secure their retirements, and preserve their legacies.

Josh’s path into finance started in 2000 and wasn’t the typical one. After studying at Buffalo State University (SUNY), he began his career processing mergers and acquisitions for a regional brokerage firm. Within two years he was licensed and working directly with clients, where he quickly recognized a problem: the average retiree wasn’t receiving the same quality of advice as high-net-worth investors. That realization shaped the direction of his career.

Over the past two decades, Josh has served as a financial advisor, director, and executive leader at some of the country’s largest RIAs. Today, as President & Chief Operating Officer of MDRN Capital, he helps lead one of the fastest-growing virtual RIAs in the country. His focus is on building a firm that challenges convention, embraces innovation, and always puts retirees first.

Josh holds both the Financial Planning & Wealth Management (FPWM) Certification and the Capital Markets & Securities Analyst (CMSA) designation from CFI. More importantly, he remains committed to the same principle that guided him from the beginning: ensuring the people who spent their lives building this country get the retirement they deserve.