About Josh
Josh finds great personal satisfaction in educating clients so they can feel more informed and confident in their decisions. Each client has a unique idea about the definition of wealth, what their plans are today, and where they want to be in the future. At the start of each client relationship, Josh digs into a client’s background, values, and goals to make sure they’re on the road they want to travel. If not, Josh helps adjust plans to get clients back on track, and coaches them to give them financial confidence so they can focus their time and energy on the things in their lives they value the most.
Outside of work, Josh serves as an outside director on the Terwilliger Plaza Foundation. He, his wife, and their four children love being outdoors in the Pacific Northwest. He is passionate about sports and has enjoyed coaching basketball with his children through the years.
Education and Professional Milestones
- Seattle Pacific University - Bachelor’s Degree
- Joined Focus Partners Wealth through the firm’s 2020 Confluence Wealth Management
- Has held various roles at Smith Barney and Wells Fargo Advisors in the Pacific Northwest
- Began his career in the financial industry in 2000
Josh finds great personal satisfaction in educating clients so they can feel more informed and confident in their decisions. Each client has a unique idea about the definition of wealth, what their plans are today, and where they want to be in the future. At the start of each client relationship, Josh digs into a client’s background, values, and goals to make sure they’re on the road they want to travel. If not, Josh helps adjust plans to get clients back on track, and coaches them to give them financial confidence so they can focus their time and energy on the things in their lives they value the most.
Outside of work, Josh serves as an outside director on the Terwilliger Plaza Foundation. He, his wife, and their four children love being outdoors in the Pacific Northwest. He is passionate about sports and has enjoyed coaching basketball with his children through the years.
Education and Professional Milestones
- Seattle Pacific University - Bachelor’s Degree
- Joined Focus Partners Wealth through the firm’s 2020 Confluence Wealth Management
- Has held various roles at Smith Barney and Wells Fargo Advisors in the Pacific Northwest
- Began his career in the financial industry in 2000