Joshua M. Sillies, CFP®
Area of Focus
Individuals & Families
Josh Sillies serves as a Wealth Planner in the Private Client Group focusing on the planning needs of high net worth individuals and families. Sillies completed a three-year wealth management program in 2019 under the leadership of Senior Wealth Planner Kate Brown.
He joined Fort Washington in 2010 as an Investment Associate and transitioned to the role of a Business Analyst in 2012. Sillies was promoted to an Associate Wealth Planner in the Private Client Group in 2016.
Education & Designation
Sillies earned a BS in Finance and Technology Management from Indiana University. He worked at Great American Financial, Performance Autoplex, and Skipjack Financial while earning his degree. He is a CERTIFIED FINANCIAL PLANNER™. Sillies also volunteers with the UC Student Enterprise Program (StEP) at North College Hill Elementary.