Before transitioning to finance, Josh had a rounded background in physics. At it’s core financial planning is the marriage of logic and emotion; both parts must be taken into account in planning.
Josh‘s methodology focuses on holistic financial planning to give his clients confidence in their future. All pieces of someone’s situation, assets, liabilities and personal beliefs, must be considered to develop a customized solution. Josh describes himself as two things: a financial educator, and a financial advisor. At the end of the day the client is the decision maker, however they should feel supported and guided in making prudent financial decisions. Using strategies for both wealth growth and protection, Josh accomplishes this vision.
When outside of the office, Josh likes to go to museums as he’s an avid fan of the impressionist period. He loves to spend time playing frisbee with his dog Jaskier and camping. Josh was a boy scout for his entire youth and some loves carried on through adulthood.