About
Josh
Josh works with individual members on comprehensive financial life management issues. He also assists business owners with evaluating their qualified retirement options such as 401(k), profit sharing, and cash balance plans. Josh joined Focus Partners in 2026, bringing with him expertise garnered from his work at Kovitz and Telemus. Josh had been with Telemus since its inception in 2005. Prior to that, Josh worked at Towers Perrin advising Fortune 100 companies on their employee benefit plans.
Josh is an avid soccer player, runner, biker, and competes in many triathlons. He loves to spend time with his family and their dog.
Education and Professional Milestones
-University of Texas – bachelor’s degree
-Emory University – Master of Business Administration
Josh works with individual members on comprehensive financial life management issues. He also assists business owners with evaluating their qualified retirement options such as 401(k), profit sharing, and cash balance plans. Josh joined Focus Partners in 2026, bringing with him expertise garnered from his work at Kovitz and Telemus. Josh had been with Telemus since its inception in 2005. Prior to that, Josh worked at Towers Perrin advising Fortune 100 companies on their employee benefit plans.
Josh is an avid soccer player, runner, biker, and competes in many triathlons. He loves to spend time with his family and their dog.
Education and Professional Milestones
-University of Texas – bachelor’s degree
-Emory University – Master of Business Administration