Taking a holistic approach to wealth planning is paramount for Josh. Naturally patient and a people-person, he digs deeper to understand a client’s true objectives to ensure the team is strategizing comprehensively instead of piecemeal.
Leading with an education-first strategy, he strives to empower clients to take an active role in their financial success. As clients build their businesses and raise their multigenerational families, he works closely with them as a financial quarterback to assess their complex and varied financial needs to position them for effective succession planning. Josh is there to help clients navigate decisions big and small, from implementing an employer-sponsored retirement plan to making a large luxury purchase.
Josh joined Raymond James in 2014, completing the firm’s Advisor Mastery Program before becoming part of the Global Wealth Solutions Group. He is an Accredited Asset Management SpecialistSM and Accredited Investment Fiduciary®, and earned a bachelor’s degree in operations management from the University of Colorado at Boulder.
Giving back is important to Josh. He is an advisory board member and volunteer for Friendship Foundation, which supports parents and families who have children and young adults with special needs. He lives in Los Angeles with his wife, Kate. In his free time, he enjoys auto racing, snowboarding, traveling and cooking.