Josh Haueise, CFP®

Josh is the driving force behind the operational excellence at our company, bringing with him a wealth of expertise and experience since joining our team in 2017.

A graduate of the University at Buffalo, Josh holds a Bachelor of Science degree in Business Administration with a Concentration in Financial Analysis. In addition to his degree, Josh holds the CERTIFIED FINANCIAL PLANNER™ certification as well as having passed both FINRA Series 7 and 63 exams. He is also a holder of a Life, Accident and Health Insurance license.

As our Vice President & Director of Operations, Josh Haueise plays a pivotal role in driving efficiency, optimizing processes, and fostering a culture of excellence within our organization. With his strategic vision and hands-on approach, he ensures that we deliver unparalleled service and value to our clients while staying ahead in a dynamic and competitive market landscape.

Beyond the workplace, Josh is a passionate traveler and fitness enthusiast. His adventurous spirit and commitment to personal wellness mirror his approach to leadership, where he encourages innovation, resilience, and continuous improvement.