Employee Spotlight! Meet Josh Raab!

Meet Accounting Manager Josh Raab!

Josh is an invaluable member of the tru Independence family with a wealth of experience spanning over 18 years.  Josh's journey in accounting has been marked by significant milestones and achievements, each contributing to his professional growth and success.

One standout accomplishment in Josh's career was during his tenure at the Museum of American Revolution, where he revolutionized project workflows. By designing and implementing a streamlined process, Josh transformed a month-long project into a task completed in mere hours, showcasing his ingenuity and efficiency.

In another memorable moment, Josh showcased his adaptability on stage while working at the Philadelphia Orchestra, where he got to perform with the orchestra and Steve Martin. When a singer dropped out at the last minute, Josh seized the opportunity and volunteered to fill the spot (despite his lack of singing skills). Steve Martin warmly welcomed him, remarking, "I'd like to welcome to the stage 5 singers and an accountant," in recognition of Josh's spontaneous participation.

Josh's work style is defined by his commitment to process refinement and efficiency in his day-to-day work. He believes in empowering his fellow team-members by working together in developing standardized procedures and fostering a culture of continuous improvement. By streamlining processes and tracking progress, Josh and his team ensures to deliver results that are both impactful and sustainable.

At tru Independence, Josh finds inspiration in the supportive culture and the opportunity to work alongside dedicated colleagues. He is motivated by the desire to contribute to the growth and success of his team, fostering an environment where everyone can thrive and excel.

Reflecting on his career journey, Josh hopes to leave a legacy of innovation and improvement. He encourages others to challenge the status quo and seek better ways of doing things, always keeping the end user in mind. By instilling a mindset of continuous improvement, he aims to make a lasting impact.

Outside of work, Josh cherishes time spent with his family. Together with his wife Jackie and their two children, Isabel and Samuel, along with their beloved cat Marge, they enjoy exploring the outdoors and creating lasting memories.

With his diverse expertise and unwavering dedication, Josh Raab is an indispensable asset to the tru Independence team. His commitment to excellence continues to drive him forward as we continue our mission of empowering advisors and fostering a culture of innovation.

About the author

tru Independence

tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms—while maintaining 100% ownership stake of their new entity.