The important work of helping clients navigate their financial lives is what drives Joshua. He believes in building a personal connection with each client, providing tailored strategies and financial guidance that strives to maximize confidence in pursuit of their goals. Joshua serves people from all walks of life, though as the son of a small business owner, he specializes in helping entrepreneurs who are considering a transition. “I have seen firsthand the hard work and dedication required to build a successful business. I have experienced what a business means to a family, it is a part of their identity. As a result, I’m passionate about working with business owners and their families to create a successful transition,” he says.
As an Accredited Asset Management Specialist® and Certified Exit Planning Advisor®, he has developed a core set of specialized skills in financial and retirement planning, asset allocation, and investment advice. He takes the time to ask hard but intentional questions, listen carefully, and understand in great detail exactly where your wealth stands today, and where you’d like it to be tomorrow. Joshua makes both staying up to date with current market trends and what is happening in the lives of clients a priority. His approach includes thoughtful goal setting as well as strategic planning, and he lives by a client-first philosophy.
Joshua joined Raymond James in 2019, drawn by the robust resources it offers advisors and their clients. Prior to Raymond James, he was a client communications intern for Henssler Financial. He is a graduate of Rhodes College in Memphis, Tennessee, where he was a member of the football team and a finance and marketing major.
Giving back to the community is a priority for Joshua. He is a volunteer at Passion City Church and leads a small group of high school boys at Woodstock City Church. Joshua is involved with the Cobb Chamber of Commerce as an ambassador and member of the young professionals’ Steering Committee as well as serving as a board member for The Extension. He also serves as a community football coach at The Lovett School.
Originally from Woodstock, Georgia, he now resides in Smyrna. In his free time, Josh enjoys golfing, boating and traveling.
Raymond James is not affiliated with the above organizations and/or charitable causes.