joshua-hartman

Joshua Hartman

Associate

My Professional Background

As an associate, I am responsible for drafting financial plans, developing analyses, and assisting in the creation and implementation of client investment plans. My career in financial services began as an intern with Trellis Advisors, which merged with Highland in 2023.

My Wealth Management “Why”

I credit my restaurant experience for shaping my holistic view of client service.

My Personal “Living Fully”

I enjoy going to live music events and spending time with my family.

Are you ready to start investing in life fully lived?

LET US KNOW HOW WE CAN HELP

BELLEVUE
10900 NE 8th Street, Suite 1122
Bellevue, WA 98004
(425) 739-6500

ELLENSBURG
301 Umptanum Rd, Suite 5
Ellensburg, WA 98926
(509) 925-6080

Legal & Privacy | Web Accessibility Policy | IAPD
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary | HTS Client Relationship Summary

[{"level1":[{"title":"What We Do","anchor":"what-we-do","openNewWindow":false,"level2":[]},{"title":"Our Approach","anchor":"our-approach","openNewWindow":false,"level2":[]},{"title":"Why Highland","anchor":"why-highland","openNewWindow":false,"level2":[]},{"title":"Team","anchor":"team","openNewWindow":false,"level2":[]},{"title":"Insights","anchor":"insights","openNewWindow":false,"level2":[]}]}]