Insurance & Investment Strategist
Josh Lebo
Turns complex strategies into plans clients can actually understand.
Josh graduated from Shippensburg University in 2018 with a degree in business administration and has worked in the financial industry ever since.
As the Insurance and Investment Strategist behind the practice, he's integral to building plans, structuring strategies, and, just as importantly, translating complex investments into something clients can actually understand and act on. He continues to work toward additional financial designations.
Away from the office, Josh spends most of his time with his family. He loves to travel with his wife, Mikayla, their daughter, Micah, and Leo, their golden retriever. Some of their favorite places to land are Florida and Raystown Lake.
What Josh works on
Where you'll work together.
- Estate Planning & Insurance→
- Wealth & Investment Management→
- Plan design & strategy
The rest of the team.
See everyone→
Most clients leave their first call with something their last advisor never gave them: a plan.
Thirty minutes. No prep needed. We'll walk through your situation and tell you what we'd do differently.