Josh brings over 19 years of experience in financial services and a deeply personal approach to wealth management. A CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary® (AIF®), he is committed to helping individuals and families make confident, informed decisions through thoughtful planning and clear, actionable guidance. Josh’s fiduciary mindset ensures that his clients’ best interests always come first.
With a broad background in retirement planning, investment strategy, and holistic wealth management, Josh believes true financial planning extends beyond numbers. It starts with trust, takes shape through understanding, and becomes powerful when aligned with a client’s values and long-term goals. He remains actively engaged in continuing education to ensure his advice is grounded in today’s dynamic financial landscape.
Josh lives in Pueblo, Colorado with his wife, Heather, their daughter Magnolia (Nola), and their rescued labradoodle, Fannie. Outside of work, he enjoys live music, comedy, golf, camping, and volunteering with Junior Achievement. He also coaches Nola’s soccer team and is an active member of a local book club. Josh believes in creating balance – both in life and in finances – and brings that same philosophy to every client relationship.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
