Josh Reagan joined Castle Advisors in 2013 after graduating from the University of Vermont with a Bachelor of Science in Business and Entrepreneurship. Since then, he has been instrumental in driving the firm's growth by refining processes, implementing efficient systems, and expanding areas of focus to better serve clients. As a member of Castle Advisors' Investment Committee, Josh provides in-depth research and analysis to support the firm’s proprietary suite of customized portfolios, ensuring they align with clients' financial goals and risk tolerance.
Before beginning his career at Castle Advisors, Josh studied Business and Economics at Plymouth State University, where he played for the Varsity Men's Hockey Team, before transferring to the University of Vermont. His dedication and early achievements in the financial services industry earned him recognition as the NAIFA Vermont New Advisor of the Year in 2014.
Josh takes a personalized approach to financial planning, working closely with individuals, families, and businesses to understand their unique financial objectives. He believes in a holistic strategy that prioritizes education, transparent communication, and fiduciary responsibility to empower clients in making informed decisions. Passionate about building lasting relationships and making a positive impact in the community, Josh remains dedicated to guiding clients through life's financial complexities with confidence and clarity.