Josh’s service is centered on the idea that clients’ needs always come first. He doesn’t believe in pushing products or using confusing financial jargon. Instead, Josh makes it a point to be honest and straightforward with his clients, helping them preserve their wealth on their own terms and making no hollow promises along the way.

Josh holds a bachelor’s degree and a Master of Engineering from the University of Colorado. Prior to joining Raymond James in 2019 – a firm that attracted him for the freedom it offers advisors and their clients – Josh worked as an advisor with Edward Jones.

Originally from Denver, Josh makes his home in Doney Park, Arizona, with his wife, Stephanie, and their children, Olive, Daisy and Ebbe. He serves as a country commissioner for his local parks and recreation department and formerly served as a city commissioner for the Clarkdale Design Review Board. Away from the office, Josh enjoys skiing and dirt biking.