“I’m passionate about helping families make confident, purpose-driven financial decisions that reflect good stewardship and build lasting legacies. After running my own advisory practice with MassMutual, I’m excited to join my father at Pinnacle Wealth Advisors and continue serving families with clarity, care, and a focus on what truly matters most.
For me, this work isn’t just about finances—it’s about helping people align their resources with their values and the future they hope to build. My goal is to help families create a plan that supports both the life they’re living today and the generations that will follow.”
Fun Fact: Joshua enjoys early morning runs, exploring Oregon’s trails, and spending time with his wife and two young daughters.



