Meet Josh
Josh is a Wealth Strategist based in Portage, Michigan. He joined Mercer Advisors in 2022 through the acquisition of Sanford Advisory and has advanced from client service and financial planning roles. Josh earned a BBA degree in finance from Western Michigan University. He finds motivation in guiding clients to help make their lives easier and addressing financial challenges they may face.
His working style
Josh is known for his strong work ethic, attention to detail, and commitment to doing what is right for his clients. He believes financial planning is built on trust and lasting relationships, and he takes the time to fully understand each client’s distinct goals before creating a personalized strategy. Josh is honest, thoughtful, and always looking to serve the client with purpose.
Josh in real life
Any words you try to live by?
I’ve always lived by the words of Paulo Coelho: “One day or day one, you decide.” To me, that mindset applies to both life and financial planning. Rather than wondering what might be possible someday, I believe in taking action, setting meaningful goals, and creating a plan to make them a reality. Whether it’s spending more time with loved ones, pursuing new experiences, or achieving financial milestones, I want to help people move forward with purpose and confidence.
What keeps you busy outside of work?
I love to spend time with my fiancée, working out at the gym, and traveling to Chicago to visit family. I also love watching sports and attending sporting events with friends and family.
Why do you like working at Mercer Advisors?
I believe Mercer Advisors approaches financial planning unlike any other firm. Its family-style approach with a dedicated team to guide clients through every financial step helps ensure we serve clients’ best interests.
Josh’s snapshots
Meet Josh’s Teammates
William Thompson
Wealth Strategist
What Josh Says
William is as good as they come. From the type of person he is to the helping hand he extends to the work he provides for clients. His approach to helping clients is something I think everyone could learn from.
Jennifer Baick
VP, Financial Planning Group
What Josh Says
Jennifer is a motivator, and she has emphasized the importance of our clients and how we should work endlessly for the betterment of their financial lives. Working with Jennifer has made me more client-oriented, and I am a better planner for it.
Brent Kerstetter
Sr. Wealth Advisor
What Josh Says
Brent has been a great mentor to me, showing me how important client relationships are and how much of financial planning exists beyond just numbers on a page. The relationships and trust Brent has with his clients is something that I aim for daily.
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