Josh has more than 16 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. In 2019, Josh was named by Forbes as one of the Best-In State Next-Generation Wealth Advisors*. 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.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.