Meet  Josh

Josh graduated from Boston University with a degree in Mechanical Engineering in 2017. In the spring of 2018, he started his advisory practice with Northwestern Mutual. Financial planning married Josh's two favorite things - people and numbers. He quickly fell in love and realized at a young age that this was more than a job to him, it was a passion. Experiencing almost immediate success, Josh was given a private office at the age of 24. As Josh entered the 6th year of his practice, he found it increasingly difficult to overlook what he perceived to be major shortcomings within Northwestern Mutual, and the industry at large. At the age of 29, Josh parted ways with Northwestern Mutual and founded Plandeavor. 

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When Josh isn't working, you'll likely find him doing anything but sitting down. You may see him taking in the symphony at the Kennedy Center one weekend, and going to Monster Jam to watch cars get crushed the next. Josh always appreciates a well made Manhattan and considers himself somewhat of a cheeseburger connoisseur. Josh, his girlfriend Kristine, and their dog Penny reside in Arlington, VA.