Administrative Assistant
Josh is an Administrative Assistant at AQuest Wealth Strategies with two years of experience supporting advisors and clients. He specializes in customer service and advisor assistance, always aiming to build strong, personal relationships with the people he works with.
Josh’s journey into the financial services industry began during his sophomore year of college with an internship at AQuest. After proving himself as a dedicated and reliable team member, he transitioned into an hourly role and eventually became a full-time team member. He is currently pursuing his degree in Financial Planning at Rochester Christian University through the Van Duyn Financial Planning Program, where he expects to graduate in Fall 2025.
What Josh enjoys most about his role is connecting with clients on a personal level and making them feel supported throughout their financial journey. His approachable nature and dedication to service make him a valuable part of the AQuest team.
Outside of work, Josh enjoys watching sports, playing golf, and spending time with family. He’s also a lifelong soccer player and football fan. His loyal companion is Beasley, his 12-year-old beagle. Recently, Josh became an uncle and treasures time with his newborn niece.
When it comes to travel, Puerto Rico holds the title of his favorite vacation spot so far, though his dream destinations include Fiji or Bora Bora. Locally, Josh enjoys grabbing a meal at Paint Creek Yacht Club or Pita Way. If you catch him at a coffee shop, his go-to orders are a White Chocolate Mocha or a seasonal Peppermint Latte.
Phone: 586-731-6020
Fax: 586-731-6160
Email: josh@aquestwealth.com
