Joshua Shanty

Financial Advisor

Josh graduated from the University of Maryland-Baltimore County (UMBC) in 2012 with a B.S. in Mechanical Engineering. He worked in the engineering field for 5 years as a Customer Service Enginner and eventual Assistant Manager of the service department at a corrugating equipment manufacturer.

Josh made a career change and joined our practice in May of 2017. Both clients and the team have benefited from his attention to detail. His ease in integrating tecnology into the practice has been invaluable. He has simplified what is complicated which has enabled us to provide interactive financial planning to our clients. 

He is now serving as a Financial Advisor. Joshua has his Life and Health insurance license, Series 7, and Series 66 licenses.

He is an Investment Advisor Representative providing financial and investment services to those clients he serves. 

Joshua and Danielle are the parents of three year old twins. They are the love of all our lives!

Phone 410-321-0860
Fax 410-321-6700