Meet Josh

As our team’s Client Service Associate, Josh finds new ways to connect with our current and future clients. An eager learner, he constantly tries to find new ways to innovate and improve.

Currently studying finance at Cornerstone University, he has the intention of graduating to complete the CFP® certification. Before joining our team, he worked in E-Commerce and Sales at a local golf course and has extensive background in customer relations.

He loves to spend time in nature and the sunshine, including playing golf, pickleball, tennis and slow-pitch softball. He also loves technology and build/sell computers as a side hobby as well as photography.