Josh Boerger

Josh Boerger is an accomplished Account Executive at White Glove, a tech-enabled marketing services company, since June 2020, specializing in strategies for professional advisors. Prior to this role, Josh served as a Relationship Manager at Q3 Asset Management and SEI, focusing on tactical investment approaches and consultative sales. Josh's earlier experience includes significant achievements as a Regional Sales Manager at Flexible Plan Investments, Ltd., where recognition as #1 Internal Sales Producer was attained. Additional experience as a Financial Advisor at Morgan Stanley, complemented by a Bachelor's degree in Finance from Western Michigan University and current studies as a Certified Financial Planner candidate at Oakland University, underscores Josh's strong foundation in financial services and business development.