Joshua Shanty

Financial Planner

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 Engineer 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 technology 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 Planner. Joshua has his Life and Health insurance license and Series 7 and Series 66 registrations.

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

Joshua is the proud father of 4-year-old twins, Reese and Colten, and don't ask him about them unless you have a lot of time to listen!

Phone 410-321-0860
Fax 410-321-6700
Mobile Phone 410-334-0847