Josh joined the team as a reliable financial professional dedicated to helping clients secure both their current and future financial goals. He brings valuable expertise from his previous role as CFO of a large healthcare company and continues to operate a small business lending company as its CEO.
With a background in Finance and extensive executive experience, Josh understands the critical role a strong financial position plays in shaping one’s life. He focuses on bridging income gaps and finding innovative strategies to help clients build and protect their financial futures.
Outside of work, Josh enjoys spending time with his family, playing with his dog Milli, and competing in high-level national amateur golf events. A devoted Kobe Bryant fan, Josh reads daily quotes from Kobe and models his own work ethic after the legendary athlete’s relentless dedication.
