Josh serves as a senior vice president at First Western Advisors and financial advisor with RJFS, where he focuses on building genuine connections with his clients and helping them articulate and pursue their financial goals. A graduate of Brigham Young University with a degree in international studies, Josh holds both the Certified Financial Planner® certification and the Certified Private Wealth Advisor® designation, reflecting his dedication to comprehensive, financial planning. His background includes experience as a financial advisor at E*TRADE before joining First Western Advisors and Raymond James.
Josh lives in Sandy, Utah, with his wife Megan and their three children. He is an outdoor enthusiast who enjoys mountain biking, hiking, skiing and climbing.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.