With over 8 years of experience in financial services, Josh McCarthy brings a wealth of knowledge from his tenure at two prominent financial institutions. In his previous roles, he collaborated with financial advisors to create comprehensive financial plans for clients, focusing on investment management, retirement income strategies, and tax-efficient investing.

Josh graduated from Central Michigan University in 2016 with a degree in Finance, and his passion for financial services has only grown since. Although his experiences with investment firms have been invaluable, Josh's desire to assist clients more directly led him to his current role.

Josh's expertise in tax strategies is key to helping our clients achieve financial success. While we can't control tax policy, we can control how much we pay to Uncle Sam. Josh helps clients strategize around using tax-advantaged accounts, asset location, tax-loss harvesting, and charitable giving—all of which can offer significant tax benefits.

Josh resides in DeWitt, Michigan with his wife, Morgan, and their two children, Parker and Owen. When he's not busy assisting clients, Josh enjoys playing hockey or spending time on the golf course.