About Joshua
Josh has over 15 years of experience in the financial planning industry. He is passionate about helping clients identify and reach their financial goals. He previously worked at 25 Financial and Larson Financial Group helping specialty physicians and small business owners.
Outside the office, Josh enjoys reading, golf, spending time with family, and watching his kids play sports.
Education, Designations, Licensures
• Bachelor’s degree in Personal Financial Planning, University of Missouri – Columbia
Josh has over 15 years of experience in the financial planning industry. He is passionate about helping clients identify and reach their financial goals. He previously worked at 25 Financial and Larson Financial Group helping specialty physicians and small business owners.
Outside the office, Josh enjoys reading, golf, spending time with family, and watching his kids play sports.
Education, Designations, Licensures
• Bachelor’s degree in Personal Financial Planning, University of Missouri – Columbia