Josh married his wonderful wife, Lucy, in November 2021. Josh and Lucy live in Alexandria, VA and have called the DC area home for over 10 years. While the couple enjoy DC’s cultural events, museums, and culinary scene, Josh’s Eagle Scout roots often lead them to leave the Metro area and enjoy nature through camping, hiking, and canoeing.

An avid hockey player since childhood, Josh continues to play in various DC adult leagues and volunteered as the head coach for his former team at American University. Josh is also fond of his seasonal job as a member of the Washington Capitals Ice Crew, keeping the ice up to standards during the NHL season. Look for him next time you are watching a game at Capital One Arena!

In addition to his volunteer time supporting the hockey program at American University and Northwestern Mutual’s preferred charity, childhood cancer research through Alex’s Lemonade Stand Foundation, Josh gives back through an organization called the Great American Flag Preservation Group. Josh co-founded this non-profit organization with the mission to restore and preserve the Great American Flag, a 2 acre, 7 ton American flag that graced the cover of Guinness’ Book of World Records in 1981. You can read more about his organization at: https://www.greatamericanflag.org/. Don’t hesitate to ask Josh about the flag at your next meeting!

Professionally, Josh Dorfman is committed to furthering his practice and enhancing his professional development. He is most proud of earning his Chartered Financial Analyst, CFA®. In addition to the CFA®, Josh has obtained his CERTIFIED FINANCIAL PLANNER™ professional certification, Life, Health, and Accident insurance licenses and obtained FINRA’s Series 6, 7, 63, & 65 registrations. He also specializes in helping clients balance the math of their financial plan with their personal psychology to help them feel confident in their decision-making.