Josette joins Windrose Advisors in 2026 as a Vice President of the Client Service Team, bringing a deep understanding of the firm’s values and commitment to exceptional client care. She began her career in financial services as a sales associate, where she built a strong foundation in client relationship management and developed an early understanding of the wealth management landscape. She went on to spend several years at a multi-family office, gaining experience within a holistic planning environment.

As a member of the client service and advisory team, Josette developed broad expertise across all aspects of wealth management, including portfolio administration, investment execution, tax planning, estate planning, insurance, and philanthropy. She works closely with clients and internal teams to help deliver comprehensive, tailored solutions, ensuring that each financial plan is aligned with long-term goals and evolving needs. Her collaborative approach and attention to detail support a seamless, high-touch client experience.

Josette earned her Bachelor of Science in Finance and Business Management, with a minor in Psychology, from Roger Williams University. Outside of work she enjoys trying new restaurants around the Boston area and spending time with her nephew. She currently resides in Quincy, Massachusetts.