
As a Certified Financial Planner® with over 15 years of experience in the financial services industry, Josh is dedicated to helping individuals and families achieve their financial goals. His expertise spans across comprehensive financial planning, investment management, retirement planning, tax efficiency, and estate planning.
He believes in a personalized purpose driven approach to financial advising, taking the time to understand each client's unique situation, goals, and risk tolerance. By building strong, long-term relationships, he provides tailored advice and strategies that align with clients' financial aspirations.
With an emphasis on learning, he has obtained multiple credentials including CFP®, ChFC®, BFA™, FIC, RICP®. While he enjoys the numbers side of financial planning, his real joy is supporting clients’ stewardship and purpose through clarity of their financial plan.
Throughout his career, he’s had the privilege of working with a diverse range of clients, from young professionals just starting out to retirees looking to preserve their wealth. His commitment to ongoing education and staying current with industry trends ensures that he is always equipped with the latest knowledge and tools to serve his clients effectively.
When not working, he enjoys spending time with his wife Kat and his children Memphis and Lumen.
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