Financial Planner

Josh graduated from the University of Missouri – Columbia with a B.S. in financial planning and a minor in business. He worked in the banking industry for two and a half years before joining the financial planning advisor industry (working exclusively with physicians) in January of 2010. He holds his Series 7 and Series 66 licenses. Josh and his wife Natalie live in Manchester, MO, with their daughter Ainsley. Josh enjoys spending time with his family, golfing, and reading anything about finance, economics, or politics.

View this investment professional on BrokerCheck by FINRA.