Josh starts each day with a plan but knows things can change rapidly in the wealth management world based on evolving client needs. He remains flexible and responsive, all while staying on top of tax and financial news.
His ultimate goal is to give clients confidence in their financial lives while teaching them something they may not have known or providing clarity, when needed. Josh loves the combination of working with clients and numbers. Financial planning gives him the opportunity to pursue his passion while providing an important service.
When he’s not working, Josh likes to spend time with his family, including traveling with his wife, and cooking.
Bachelor of Science in Agricultural and Consumer Economics – University of Urbana-Champaign