In his role at South Shore Investment Services, Josh works alongside a world-class team dedicated to helping clients turn their financial goals into reality. Through a structured planning process, he helps individuals and families approaching retirement do so with confidence and clarity. Whether creating a sustainable retirement income plan, navigating the complexities of tax efficiency planning, Medicare, and Social Security, or helping design an estate strategy that protects a family’s legacy. His clients know they can come to him with their most important questions and leave with answers.

Josh grew up in Brockton, Massachusetts, now lives in Plymouth and has lived on the South Shore his entire life. He graduated magna cum laude from Fitchburg State University and later earned the Certified Financial Planner (CFP®) designation while studying through University of Texas at Austin.

Outside of the office, he enjoys spending time outdoors. He and his fiancée Molly enjoy taking their dog Thor on hiking adventures, and he is an avid obstacle course racer who travels to new locations to take on new challenges. When he is not training or exploring, he enjoys a hot coffee during the week and a cold beer on the weekend.