Josh has been helping families with their wealth management needs since 2011. As a CERTIFIED FINANCIAL PLANNER™ professional, Josh takes a holistic approach to fee based financial planning. His clients are looking to delegate their investment management, retirement planning, tax planning, insurance planning and estate planning to a professional with expertise to help them feel confident about their future.
Josh and his wife, KK live in Richmond Virginia with their two children, Judah 7 and Kensington 4. Josh is passionate about his faith and enjoys deep conversations around identity, meaning and purpose. He enjoys time with family and friends. His hobbies include Reading, Cycling, Tennis and Basketball.