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About
Josh brings over a decade of experience in financial planning and investment management to his role as a Wealth Advisor. He helps individuals and families navigate life’s most important financial decisions with clarity and confidence, focusing on long-term relationships and thoughtful, personalized strategies designed to grow and protect wealth over time.
A CERTIFIED FINANCIAL PLANNER®, Josh previously served as Partner and Director of Investments at a multibillion-dollar RIA firm. His expertise spans retirement planning, tax-efficient investing, estate coordination, and private market opportunities. He is a strong advocate for passive, diversified portfolios designed to endure across market cycles.
Josh is based in Austin, Texas, with his wife, young daughter, and their loyal golden retriever, Benni. Outside of work, he enjoys live music and staying active through golf, tennis, and swimming.