Hi. I’m Josh.
I help deliver the best financial solutions to Upleft’s planning clients and investors. I feel privileged to work with so many important families and organizations. I enjoy knowing that I can make their lives a bit easier through my efforts.
“Do your little bit of good where you are; it’s those little bits of good put together that overwhelm the world.”
~ Desmond Tutu
Before joining Upleft, I worked as a police officer for five years in a small city in Upstate New York. I also enjoyed my time working with kids both as an athletic coach and also through my work as a supervisor for an afterschool summer camp program.
While not at work, I like to play volleyball, cook, exercise, and travel.
My family influenced my passions. My mom taught my brother and me how to play volleyball as children. She used it as a way to teach us to be focused, driven, and competitive while also being patient, kind, and humble.
Throughout my life, helping others has been consistent. I volunteered at the local City Mission, serving breakfast and dinner to the community. I also volunteered at a horse barn teaching children with disabilities to care for and ride horses.
Here are a few more things that some people don’t know about me:
On my first trip to Port Angeles, I got engaged to my beautiful wife, Maddie, on a hike to Lake Angeles.
I'm strangely ambidextrous. I play all sports with my right hand or foot but I write and eat left-handed.
In my free time, I enjoy learning card tricks.
Now that you know about me, let’s talk about what we can do for you.
Take the next step:
If you still would like to know more, feel free to visit our office in downtown Port Angeles, call me at (360)850-9713, or drop me an email at josh@upleftfinancial.com.