Josh is a skilled financial consultant passionate about helping others achieve fiscal success through financial literacy, as well as, developing the next generation of leaders within our industry. Josh focuses on working closely with educators, families, business owners and executives, his focus is on high net worth planning and school district employee plans. His goal is to inform his clients of financial issues and the importance of saving for retirement and wealth transfer. As a Retirement Benefits Group (RBG) professional, Josh provides his clients with more financial clarity and direction. He utilizes a holistic planning process to help his clients prepare for their futures and protect their finances at each life stage.
Josh works hard to mentor a team of dedicated leaders and financial professionals. He seeks to recruit and develop the best talent to serve the Karr Barth’s noble purpose; “making a difference in the lives of others”.
Josh resides in Philadelphia, PA. In his spare time, he enjoys spending time on the golf course.