At Water Street Financial Group, we’re more than financial advisors, we’re a team built on service, trust, and real-life experience. Alex brings over a decade of leadership and relationship-building, shaped by years of guiding people and partnering with her father in the business. Josh adds the discipline and dedication of military service, the heart of a teacher, and the leadership of a police supervisor. Together, we’ve united our diverse paths to create a team that sees beyond numbers and focuses on what truly matters: your goals, your dreams, and your peace of mind.

What makes us different is how we work, collaboratively, personally, and with a deep commitment to walking alongside you in every season of life. We’ve helped families retire with confidence, business owners build lasting legacies, and individuals find clarity in uncertain times. Our clients don’t just get one advisor; they get the strength of a team that cares, listens, and celebrates milestones with them.

When you choose Water Street Financial Group, you’re not just choosing financial guidance, you’re choosing partners who live to serve, who bring unique perspectives, and who make your success their mission. That’s why people don’t just meet with us, they stay with us.

The office entrance is located on Water Street, which is the last Street before the river and runs directly behind the new museum and Caterpillar Exhibit. Please park in the public parking lot directly across from Kelleher's Irish Pub, where Water Street ends at State Street. As you view four old warehouse buildings displaying an iron arch and brick sidewalk, please proceed to the end of the brick sidewalk under the arch. Please enter through the green door located on the right side of the building and proceed to take the elevator to the 2^nd floor. Upon exiting the elevator, make two left turns and arrive at my office.