Joshua P. DeLoach, CFP®, CSRIC™

Chief Strategy Officer | Partner

Josh is currently Chief Strategy Officer | Partner of Nilsine Partners. He has been in the financial industry since 2011. He was previously an Assistant Vice President at Merrill Lynch until founding Nilsine Partners in 2021.

Josh earned a BSBA degree from Nichols College with a specialization in Finance & Economics. Josh is a CERTIFIED FINANCIAL PLANNER™ professional, designation awarded by the Certified Financial Planner Board of Standards, Inc. He also earned the Chartered SRI CounselorTM (CSRICTM) designation. CSRIC® provides clients guidance regarding best practices for sustainable, responsible, and impact (SRI) & environmental, social, and governance (ESG) factors within investing. The Certified Plan Fiduciary Advisor (CPFA) designation demonstrates the expertise required to act as a plan fiduciary and/or help plan fiduciaries manage their roles and responsibilities within retirement plans.

Josh is originally from Clearwater, Florida, and currently living in Denver with his wife Chelsea, daughter Tullen, and dog Juke. Outside of work, his passions are hockey, and various outdoor activities, including hiking, running, yoga, golf, and living a healthy lifestyle.