Josh Bitel

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Client Service Associate

Client Service Associate


Josh joined the firm in December 2016 as a Client Service Associate. He works closely with Sandy Adams, CFP®, within the firm’s financial planning department.  Josh’s current responsibilities include assisting the firm’s financial planners conducting financial planning research, writing blogs on a variety of important topics, attending client meetings, providing meeting follow-up, and responding to client requests as he continues to work towards obtaining industry licenses and certifications.

Josh graduated with a Bachelor of Business Administration in Finance from Walsh College in 2016. During college he interned at Scottrade, INC. as a finance intern.

In Josh’s down time he enjoys being active at the gym, and playing basketball or golf. He also loves to hang out with friends and family and, of course, he attends as many Red Wings games as possible.