Josh is committed to helping individuals, families, and business owners work toward building and preserving wealth through disciplined investment management and comprehensive financial planning. He partners closely with clients to develop long-term strategies that align their financial resources with their goals, values, and legacy.
Josh graduated from the University of Missouri with a degree in Personal Financial Planning in 2015. Since entering the profession, he has focused on delivering personalized advice rooted in fiduciary principles, thoughtful analysis, and a long-term perspective. His areas of expertise include retirement income planning, investment management, tax-efficient wealth strategies, estate planning coordination, risk management, and succession planning for business owners and agricultural families.
Known for his analytical approach and commitment to continuous learning, Josh believes successful investing is built on rational decision-making rather than emotion or market speculation. His investment philosophy emphasizes owning high-quality businesses, maintaining a long-term outlook, and helping clients remain focused through changing market environments.
Josh is dedicated to advancing the firm's mission of delivering exceptional client service, fostering meaningful relationships, and providing personalized financial guidance that spans generations.
Beyond his professional responsibilities, Josh is committed to serving his community. He is a member of the St. Peter Catholic Church Finance Committee, where he helps provide financial oversight and strategic guidance for the parish. He is also a Certified Shooting Sports Instructor in 4-H, reflecting his passion for mentoring others and promoting the safe, responsible enjoyment of the outdoors.
Outside the office, Josh enjoys spending time with his three children, Aubree, Remi, and Vivienne. An avid outdoorsman, he enjoys working outdoors, biking, shooting sports, and spending time in Missouri's woods, fields, and waterways.
Josh is inspired by the timeless wisdom of renowned investor Charlie Munger, whose philosophy continues to influence his approach to investing and leadership: "Being rational is a moral imperative. You should never be stupider than you need to be."