Josh joins Pinnacle Investments after five years in the financial services industry. He graduated from the State University of New York Polytechnic Institute with a Bachelor of Science degree in Accounting. Josh began his career at a public accounting firm and has a background in tax and financial planning. He works with a team of advisors with a focus on servicing and educating participants in retirement plans across New York state. Josh is a FINRA Investment Company and Variable Contracts Products Representative (Series 6), State Securities Agent (Series 63), and is a Certified Financial Planner™ practitioner.