Senior Financial Advisor

Josh's Bio

Josh is dedicated to helping clients have peace of mind when it comes to their retirements. He takes a holistic approach to planning by looking at clients’ complete financial picture, including their risk tolerance, taxes and income diversification.

Josh holds life and health insurance licenses and passed the Series 65 securities exam. In his previous career, he worked as a mechanical engineer and earned bachelor’s and master’s degrees in mechanical engineering from the University of Louisville. Josh has always had a desire to help others better understand their finances, leading him to switch careers in 2018.

Josh lives in Floyds Knobs, Indiana, with his family. He and his wife, Emily, have twin daughters and one son. When he’s not at work or his kids’ various sports activities, Josh enjoys running.