Josh is a seasoned Financial Advisor with over 23 years of experience helping clients navigate the complexities of wealth. With a strong foundation of integrity and excellence, Josh’s approach is rooted in a deep understanding of his clients' needs and a commitment to guiding them toward financial success. Growing up in Coshocton, Ohio, Josh was part of a local family jewelry business, where he learned the value of trust, attention to detail, and delivering exceptional service—qualities he now brings to his financial advisory practice. His dedication to helping clients make informed decisions and achieve their financial goals is of utmost importance.
In addition to his professional accomplishments, Josh values family and faith. He and his wife, Julia, have been married for over 20 years and are committed to homeschooling their three children, Ethan, Amaya, and Aaron. This dedication to family reflects Josh’s holistic approach to wealth management, as he works to ensure that his client's financial plans align with their personal values and long-term aspirations. Through his work, Josh continues to empower individuals and families to make sound financial decisions that bring lasting peace of mind.
- Favorite holiday: Christmas
- Hobbies: Spending time with family, cycling, playing guitar/piano/drums
- Favorite music: Christian worship
- Passions: To be pleasing to Christ
- Favorite sport: Enjoy playing all sports!
