Joshua Swartz’s 5 Year Anniversary with JPH

This week marks Josh’s 5 year anniversary at JPH Advisory Group. Josh joined us directly out of college as an intern in the summer of 2011. I can still remember the office taking Josh out to lunch during his interview process and being astounded at just how mature and comfortable he was in his own skin for a 22-year-old. During Josh’s first three years while he was studying and completing the requirements for his CFP® designation, he did a little bit of everything for JPH Advisory Group, primarily supporting both Curtis and I in financial planning.

Over the last 2 years, Josh has moved from a back office support position to working with clients directly on a day-to-day basis. Our clients that have had the privilege to work with Josh understand how intelligent and competent he is and also just how easy it is to talk to him. I am personally thankful for Josh’s commitment to JPH Advisory Group over the last 5 years, and I am looking forward to many years with him in the future.