Josh has built his life around Faith, Family, Friends and helping others. He has passion for teaching and loves to help clients pursue their goals.
After a decade in corporate group insurance, Josh transitioned to personal finance and has been a Financial Advisor and Financial Planner for the past eight years. He has turned his focus to helping clients prepare for, and seek success in, retirement. As a Retirement Income Certified Professional, Josh specializes in creating plans for clients to help guide them through the transition to retirement.
Personally: Josh is married to Sara, his college sweetheart, and they currently reside in Liberty, MO. He's a fan of Kansas City sports and has been known to swing the golf club from time-to-time. Josh is heavily involved in youth outreach.