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Wealth Designed. Life Defined.

About Joshua

Josh’s journey in the financial industry began with a strong passion for helping others manage their money wisely and make sound financial decisions, as modeled by his father. Growing up, their conversations centered around time talking about the bible and investing, stirring Josh’s curiosity in investing, and leading to a financial planning career.

Josh started the profession in 2013 as an intern at a large insurance company. He attained his Certified Financial Planning Designation, Chartered Financial Consultant Designation, and Wealth Management Certified Professional Designation consecutively. Josh loves working with business owners, sales, and medical professionals, helping them bring clarity to their financial goals.

You can find him helping his dad on his hobby farm, practicing his golf swing with friends and clients, but most likely training for his next spartan race while listening to a business or history podcast. In his spare time, he enjoys cooking with his wife, Grace and daughter Eliza.

Josh also offers advisory services through Cetera Advisor Networks LLC, a registered Investment adviser.

 

Favorite quote:

“Discipline equals freedom” – Jocko Willink

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

One of my Grandparents that immigrated to the U.S.

Biggest accomplishment:

Attaining my CFP.

Favorite book:

Pilgrim’s Progress

Favorite movie:

The ‘Dark Knight’ series

Favorite TV show:

It’s Always Sunny in Philidephia

What motivates you?

My wife

Favorite holiday:

4th of July

Place you’d most like to visit:

Antarctica