Jonathan "Josh" Sheard

Josh founded Sage Investments, LLC in 2004 to provide strength and confidence for families’ financial plans, and he has worked within the finance services industry for over 20 years. He graduated with a Bachelor of Science degree from Penn State University in 1991 and a Master of Business Administration from Bob Jones University in 2003. Josh has a fiduciary responsibility to his clients and holds the Series 24, 66 and 7 licenses in addition to various state licenses. In his free time, Josh enjoys spending time with his family, hiking, hunting, beekeeping, traveling, and meeting new people.