About Joshua
Josh works with high net worth clients and families to formulate holistic planning and investment roadmaps. Utilizing both a background heavy with planning experience and empathy gained through life experience, Josh wraps his arms around clients’ full financial pictures and helps guide clients towards accomplishing their financial goals. He also provides planning advice in areas such as retirement, tax, insurance, estate, equity compensation, and education.
Josh and his wife, Victoria, live in Marietta with their son, Elijah, and daughters, Anna & Clara. They are active members of Sojourn Church in East Cobb and serve the church in a variety of capacities. They are also active in the Congenital Diaphragmatic Hernia (CDH) support community locally and across the country, as their daughter Clara was born with CDH. Through this community they seek to support families facing similar diagnoses with their children.
Josh works with high net worth clients and families to formulate holistic planning and investment roadmaps. Utilizing both a background heavy with planning experience and empathy gained through life experience, Josh wraps his arms around clients’ full financial pictures and helps guide clients towards accomplishing their financial goals. He also provides planning advice in areas such as retirement, tax, insurance, estate, equity compensation, and education.
Josh and his wife, Victoria, live in Marietta with their son, Elijah, and daughters, Anna & Clara. They are active members of Sojourn Church in East Cobb and serve the church in a variety of capacities. They are also active in the Congenital Diaphragmatic Hernia (CDH) support community locally and across the country, as their daughter Clara was born with CDH. Through this community they seek to support families facing similar diagnoses with their children.