As an Assistant Controller, Josh assists with firm reporting and various projects, while overseeing the day-to-day activities of the analysts and interns in the accounting department. He is responsible for accounts payable and accounts receivable, vendor management, fixed assets, and statistical reporting for the firm. Josh especially brings strength to the firm as a Microsoft Office Specialist in both Excel and Word. In addition, he is one of our subject matter experts in our firm’s most used software programs.
Josh joined JFS Wealth Advisors after graduating from Westminster College (PA), where he obtained a Bachelor’s Degree in Accounting and a Master’s Degree in Business Administration (MBA) with a concentration in Business Analytics. During his undergraduate years, he volunteered at the Lawrence County Community Action Partnership as a Tax Preparer for the Volunteer Income Tax Assistance (VITA) program.
Josh and his wife currently reside in Transfer, PA with their dog. In his free time, you may find Josh at the golf course, attending sporting events, or enjoying short day trips.