Josephine is President of Pathfinder Wealth Advisors L.L.C. Her role incorporates a variety of responsibilities including establishing the investment management policy, portfolio investment analysis, as well as managing client relationships and developing complex financial planning solutions. She is a seasoned professional in the financial services industry with over 30 years’ experience, including investment management, financial planning, estate planning, trust financial services, and private banking. Josephine built her reputation for providing excellent client service advancing to senior roles including Vice President and Manager of Private Bankin