Joshua Marchand

In my role, I handle the day-to-day operations of our office, coordinate client services, and support our financial advisory team. My goal is to make your interactions with us as efficient and pleasant as possible so you can focus on what truly matters: your financial future. On a personal note, I’m also a proud parent to two young girls. Being a father has deepened my commitment to creating a positive impact in the lives of those around me, both professionally and personally. I am passionate about finding the best ways to educate and serve our clients, making sure that each person we work with feels informed, supported, and confident in their financial journey.