Joshua brings over 16 years of experience in finance to Lakefront Wealth Advisory. He holds a Master of Professional Accountancy (MPA) with a minor in finance and is a licensed CPA. His unique background merges traditional investment advising with tax and business expertise, an uncommon combination that gives him an advantage in delivering full value to clients. This allows him to focus not just on investments, but also on how they fit into your taxes and long-term goals.

A personal mission of Joshua’s is to help provide clients with quality and fiduciary financial advice. Joshua understands the importance of receiving good (and bad) financial advice and the impact it can have. That is why he is passionate about educating his clients and always implementing a client-first philosophy. His goal is to help guide clients through their financial journey and provide advice that aims to be simple to understand and easy to follow.

When he’s not working with clients, Joshua loves spending time with his wife and two daughters. He’s a big sports fan, enjoying both playing and being a spectator. In addition to sports, you can also test his knowledge of history and geography, which are two more topics he is passionate about.