Josh is dedicated to helping individuals and families pursue their goal of financial independence. Josh’s responsibilities include leading the financial planning and investment management departments of the practice. He is the one who will be making sure we have the updated financial and personal information so that our financial planning will be as accurate as possible and delivered in a timely manner. Josh also provides investment analysis and research to maintain our investment portfolio management programs.
In addition to his experience with research, market analysis and financial planning, he is experienced in raising capital for investment companies and fund managers.
Before joining Raymond James in June 2019, Josh was a regional vice president of sales and a senior internal wholesaler at CNL Securities. Earlier in his career, he was a financial advisor at LPL Financial, and a financial advisor and paraplanner at Ameriprise Financial. He earned a Bachelor of Arts in organizational communication from Pepperdine University.
Josh is a Florida native, but grew up in Oklahoma, Kansas, Colorado and California. Today, he lives in Winter Garden, Florida, with his wife, Rebecca, and daughters, Cinnia and McKinley. In his free time, Josh enjoys travel, concerts, photography, cheering on the Los Angeles Dodgers and Denver Broncos, and spending time with his family. He is a member of Mosaic Church.