About Josh
Josh’s focus is to assist his team with helping clients chart their course and optimize the use of their assets. It’s important to him that he helps clients understand their relationship with money. He does so by providing time and space to consider this relationship and by guiding the discovery conversation. From there, he encourages clients to focus on the behaviors they need to maintain to achieve their goals.
Outside of work, Josh sits on the board of directors of Shimmering Wings, an organization helping families deal with the grief of having survived a tragic loss. In his free time, he enjoys spending time outdoors golfing, hiking, camping, and skiing. He is also a minority owner in a Seattle-based brewery. An Idaho Falls, ID, native, Josh moved to Denver over a decade ago and resides there with his wife and son.
Education and Professional Milestones
- Montana Technological University - Bachelor’s Degree in Petroleum Engineering
- Wharton School of the University of Pennsylvania - Master’s Degree in Business Administration
- Has held roles with oil industry upstream companies, such as BP and Pioneer Natural Resources, and as an independent contractor for Holistiplan
Josh’s focus is to assist his team with helping clients chart their course and optimize the use of their assets. It’s important to him that he helps clients understand their relationship with money. He does so by providing time and space to consider this relationship and by guiding the discovery conversation. From there, he encourages clients to focus on the behaviors they need to maintain to achieve their goals.
Outside of work, Josh sits on the board of directors of Shimmering Wings, an organization helping families deal with the grief of having survived a tragic loss. In his free time, he enjoys spending time outdoors golfing, hiking, camping, and skiing. He is also a minority owner in a Seattle-based brewery. An Idaho Falls, ID, native, Josh moved to Denver over a decade ago and resides there with his wife and son.
Education and Professional Milestones
- Montana Technological University - Bachelor’s Degree in Petroleum Engineering
- Wharton School of the University of Pennsylvania - Master’s Degree in Business Administration
- Has held roles with oil industry upstream companies, such as BP and Pioneer Natural Resources, and as an independent contractor for Holistiplan