Josh Lipscomb
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.
Serving as crucial support to Senior Financial Advisors and Financial Advisors, Josh actively participates in client meetings, client communication, data gathering, and contributes to the firm’s financial planning and business development efforts.
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.