Josh comes to Bernard Wealth Management with experience in financial services and investment research. As part of the client service team, he strives to provide excellent client service, helping to build long lasting relationships between clients and the firm. Josh also brings his expertise to our investment management and business development efforts.
He holds a Bachelor of Science in Finance as well as a Bachelor of Arts in Communication from Saginaw Valley State University, where he played baseball. Outside of BWM, he enjoys spending time with his family, attending Detroit Tigers games, and golfing. Although he did not meet his dreams of becoming a professional baseball player, Josh considers helping others achieve their financial goals a home run any day.