Comprehensive Financial Planner
For 16 years, Josh has worked with individual families and business owners to create and implement financial strategies in order to optimize long-term and generational success. Prior to that, Josh started his finance career in the bank for 6 years.
Education
Josh finished his college education at The Ohio State University’s Fisher College of Business, with a focus in Finance. Currently, he is completing his Chartered Financial Consultant designation through the American College of Finance.
Personal
As an Ohio native, Josh moved to Colorado after college. Although his family is back east, his love for the outdoors has kept him in the Denver area since 2003.