Josh is a native of Ashland, Kentucky and attended Marshall University where he received his Bachelor’s of Business Administration in Finance and Economics. He also completed the Executive Certificate in Financial Planning course at Xavier University as a prerequisite for the Certified Financial Planning exam.
Previously with Fidelity Investments, Josh has 4 years helping others with their 401[k]’s, IRA’s, and discussing client’s financial planning goals.
Josh has a passion for helping people plan for their financial future and reaching their long-term goals. He enjoys serving clients who believe that Biblical stewardship has a role in how we invest and handle our money.
Josh currently attends church services at River Ridge. He enjoys mountain biking and hiking with his wife, Kelsie, and playing with their puppy, Mylo.