Josh is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
With more than 20 years of experience in financial services, Josh has worked with some of the largest banks and investment firms, including Chase and TD Ameritrade. From these experiences, he gained a wealth of knowledge for helping people develop wealth-building strategies. Wanting the flexibility to help clients gain better control over their assets through custom financial planning, Josh began his own firm, where he is dedicated to assisting clients to achieve their financial goals so they can enjoy a comfortable, confident retirement.
Josh is a financial professional who can offer investment and insurance products and services. He has passed the Series 65 securities exam and holds life, health and annuity insurance licenses. He graduated with a business degree from Idaho State University.
Josh and his wife, Joni, live in Gilbert with their four children and a Sheepadoodle named Chance. In his free time, Josh coaches youth football and soccer and serves as a youth leader in his church. He enjoys pickleball, golf, tennis, camping, traveling, hiking and watching college football.