Associate Financial Advisor
Josh is driven by a passion for making a meaningful impact in the lives of clients and future generations. He believes in providing personalized financial advisory to help individuals attain peace of mind and focus on the many joys’ life has to offer.
Josh engages in client meetings and communication, collects essential information, develops financial plans, and contributes to the firm’s financial planning and business development initiatives in collaboration with Senior Financial Advisors and Financial Advisors.
Graduating from James Madison University with a bachelor’s degree in finance, he was on the executive committee with the JMU Financial Management Association chapter, served as a business research advisor to students, and owned a landscaping business while completing his degree. To further his development, Josh plans to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.