Financial Advice that Makes the Complex Simple.

About Joshua

My calling is to enable others to fulfill their own and establish their legacy by bringing their financial, philanthropic, tax and estate plans into alignment. Josh Klooz serves the Houston Market as a Senior Wealth Planner for Carson Wealth Southwest. Prior to joining Carson, he worked with UBS as a Wealth Planning Associate.

Josh grew up on a farm and ranch in the Nebraska Sandhills and later graduated from Hillsdale College with a BA in American Studies. Following college, he joined the U.S. Army and served 4.5 years as an Infantry Officer. Upon exiting the military, Josh joined Cintas Corporation and served in various operations and production roles managing both clients and production facilities in three states. During that 5-year period, He also earned an MBA from Georgia Tech.

Josh’s earliest memories are of working with his family while listening to Nebraska football on an AM radio. He and his wife Ashlee have four children and enjoy home renovations and serving on the board of Evergreen Classical School.

Favorite food:


Best piece of financial advice received:

God owns it all and eventually, everyone is philanthropic.

Favorite Quote:

“Every Father should remember that one day his son or daughter will follow his example instead of his advice.”

If you could meet anyone, past or present, it would be:

“George Washington or Benjamin Franklin.”

Favorite book:

“Confessions” – St. Augustine

Favorite TV show:

“The West Wing” or “The Office”

What motivates you:

Helping others fulfill their calling and write their legacy.

Favorite holiday:


Place you’d most like to visit:

Athens, Rome and Jerusalem.

Biggest accomplishment:

Marrying my wife!

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