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Josh McDaniel

Josh McDaniel

Client Service Representative

Josh brings attention to detail, determination, and the desire to help others. He possesses a level of  understanding that all things are connected and that an individual’s financial health can be key to finding happiness and health in other aspects of their life. He hopes that in helping people achieve their goals, they feel empowered to do the same for others. 



Bachelor of Science in Public Health – Taylor University, Upland, IN

Josh’s Words to Live By

Sow a thought, reap an action. Sow an action, reap a habit. Sow a habit, reap character. Sow character, reap a destiny.  

-John Stott

Personal Pursuits

Josh loves watching football and basketball.  He enjoys all kinds of entertainment with family and friends.  New to town, Josh is exploring the many things that the South Bend/Mishawaka area has to offer.