About
Joshua
Joshua is committed to putting clients' best interests first and building lasting relationships founded on trust, transparency, and personalized guidance. He takes pride in helping individuals and families navigate important financial decisions while creating strategies designed to support their unique objectives and values. He is dedicated to helping clients make confident financial decisions and achieve their long-term goals.
Originally from the St. Louis area, Joshua began his career in wealth management with ARGI Financial Group. Following the merger of ARGI and Cerity Partners, he continued serving clients as an Associate at Cerity Partners, gaining valuable experience in comprehensive financial planning and wealth management. In 2024, Joshua joined EverNest Financial Advisors as Vice President - Financial Advisor, where he worked collaboratively with clients to develop personalized strategies encompassing financial planning, investment management, estate planning, and insurance planning. Joshua joined Focus in 2026.
Joshua lives near Louisville, Kentucky, with his wife, Maddie, and their two young children. Outside of work, Joshua enjoys spending time with family and friends, church involvement, and pursuing outdoor activities such as fly fishing and hunting.
Education and Professional Milestones
- Holds a Series 65 certification
Joshua is committed to putting clients' best interests first and building lasting relationships founded on trust, transparency, and personalized guidance. He takes pride in helping individuals and families navigate important financial decisions while creating strategies designed to support their unique objectives and values. He is dedicated to helping clients make confident financial decisions and achieve their long-term goals.
Originally from the St. Louis area, Joshua began his career in wealth management with ARGI Financial Group. Following the merger of ARGI and Cerity Partners, he continued serving clients as an Associate at Cerity Partners, gaining valuable experience in comprehensive financial planning and wealth management. In 2024, Joshua joined EverNest Financial Advisors as Vice President - Financial Advisor, where he worked collaboratively with clients to develop personalized strategies encompassing financial planning, investment management, estate planning, and insurance planning. Joshua joined Focus in 2026.
Joshua lives near Louisville, Kentucky, with his wife, Maddie, and their two young children. Outside of work, Joshua enjoys spending time with family and friends, church involvement, and pursuing outdoor activities such as fly fishing and hunting.
Education and Professional Milestones
- Holds a Series 65 certification