Josh has more than 14 years’ experience in the financial services industry and offers knowledgeable guidance to help our clients address their personal and financial goals. He specializes in developing tailored financial strategies for high-net-worth families, business owners, and those nearing or in retirement. Honest and personable, Josh enjoys helping to simplify the financial lives of the individuals we serve and developing plans that are designed to help them move confidently toward the future.
As an Accredited Asset Management SpecialistSM, Josh has completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues. Before joining our team, he was a financial advisor with Edward Jones and earned a bachelor’s degree in business from Delta State University.
Josh is active in his community and serves on the board of Harvest Texarkana as well as the Tax Increment Reinvestment Zone board for the City of Texarkana. He is a member of Heritage Church. In his spare time, he enjoys golfing and coaching his son’s sports teams.
Originally from Henderson, Texas, he lives in Texarkana, Texas, with his wife, Katie, and their children, Graham, Caroline and Mary Ellen.