For more than a decade, Josh has taken an in-depth and holistic approach to addressing his clients’ financial lives. He focuses on both sides of their balance sheets, providing management and advice on their assets as well as their liabilities.

He develops strong relationships with his clients. “I enjoy taking an active role in their lives and love hearing what makes them tick. Their story – their dreams, aspirations, goals and fears – is what creates the financial plan. It’s all distinctly tailored with real-life events that hold actual meaning,” Josh said.

“More than my passion for the financial markets is my affinity for my clients. What we do as financial advisors has a legacy impact. If done correctly, we have the opportunity to change lives and generations.”

On any given day, you will find Josh interacting with his clients; giving them ideas, advice and updates; understanding new situations that they may be in, and finding solutions for financial complexities that they may be experiencing. “I listen to my clients to help them identify where they are financially and where they want to go. But I can’t do that if I don’t let them communicate,” Josh said.