About Josh
Josh has been providing comprehensive financial planning and wealth management services to families for over 20 years. He is responsible for counseling clients on numerous planning topics, including investments, income taxes, estate and gift taxes, business succession, executive compensation, philanthropy, cash flow and retirement, and insurance. His goal is to gain a deep understanding of his clients’ unique financial circumstances, explore relevant options available to reach their goals and objectives, and then implement plans with Focus Partners Wealth’s Gratus team and outside trusted advisors.
Josh lives in Peachtree Corners with his wife, Elizabeth; son, Cole; and daughter, Addie.
Josh has been providing comprehensive financial planning and wealth management services to families for over 20 years. He is responsible for counseling clients on numerous planning topics, including investments, income taxes, estate and gift taxes, business succession, executive compensation, philanthropy, cash flow and retirement, and insurance. His goal is to gain a deep understanding of his clients’ unique financial circumstances, explore relevant options available to reach their goals and objectives, and then implement plans with Focus Partners Wealth’s Gratus team and outside trusted advisors.
Josh lives in Peachtree Corners with his wife, Elizabeth; son, Cole; and daughter, Addie.