Our Leadership Team

Jeff has been in the financial services business for 20 years. Most of his time has been spent in executive level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. His leadership role with his latest firm provided an opportunity to grow the firm from $100 million to $4 billion of client assets under management, with the firm being listed on the Inc. 5000 as one of the fastest growing companies in the country 5 years in a row.

After watching his parents work hard but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to really help them grow and protect their wealth so they could live their best life and retire with dignity and peace of mind.

Jeff attended Grand Valley State University and Western Michigan University, majoring in Finance. He and his wife, Mary Jo, have two children, Megan and Caleb. Jeff enjoys traveling and spending time with his family, listening to all kinds of music, attending church services (and watching several online each week), and an occasional round of golf.

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.

Josh is also the founder, president, and CEO of Strategic Navigators, Inc., our flagship company offering family office services to successful business owners and other high net-worth individuals nationwide.

Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.