About
Joshua
Josh works closely with clients to ensure their financial plans are implemented with care and precision. His focus includes investment management, retirement planning, and tax strategy.
Josh brings to Focus Partners more than 15 years of experience in the financial services industry. He began his career with Merrill Lynch before spending nearly a decade with TD Ameritrade and Charles Schwab as a VP/Senior Financial Consultant. During that time, he worked as a trusted advisor to a select group of high net worth clients by delivering comprehensive financial plans and tailored investment solutions to help them achieve their goals.
Outside of work, Josh is devoted to his family. He and his wife, Alycia, welcomed their daughter, Palmer, in 2023 and their son, Everett, in 2025. Josh is also an avid golfer and sports fan and enjoys planning the next weekend getaway.
Education and Professional Milestones
-University of Phoenix – bachelor’s degree in business
Josh works closely with clients to ensure their financial plans are implemented with care and precision. His focus includes investment management, retirement planning, and tax strategy.
Josh brings to Focus Partners more than 15 years of experience in the financial services industry. He began his career with Merrill Lynch before spending nearly a decade with TD Ameritrade and Charles Schwab as a VP/Senior Financial Consultant. During that time, he worked as a trusted advisor to a select group of high net worth clients by delivering comprehensive financial plans and tailored investment solutions to help them achieve their goals.
Outside of work, Josh is devoted to his family. He and his wife, Alycia, welcomed their daughter, Palmer, in 2023 and their son, Everett, in 2025. Josh is also an avid golfer and sports fan and enjoys planning the next weekend getaway.
Education and Professional Milestones
-University of Phoenix – bachelor’s degree in business