Joshua Seegert, CPA

Joshua is the newest member, having started in 2022, to our financial advisory team, based primarily in our Monroe office. A licensed CPA with over 15 years of experience, he brings deep expertise in tax preparation and strategic tax planning. Joshua spends much of his time running comprehensive financial plans for clients, combining his tax knowledge with investment and insurance strategies. 

He holds Series 7 and 66 securities licenses, along with a life insurance license, allowing him to offer a full spectrum of financial services.

Outside of work, Joshua is an avid sports fan (Go Blue!) and a lifelong Star Wars enthusiast. His family helps him stay active in the community.