While building a relationship-based practice, Josh works alongside his team to come up with unbiased and personalized strategies for his client base. He develops these strategies by analyzing the goals of each individual and what they intend to accomplish personally, professionally, and financially. By helping educate his clients and catering to their needs, Josh helps facilitate achievement to maintain financial independence while acting in a fiduciary capacity.
He graduated from Longwood University and has a Finance research paper published in the American Society of Business and Behavioral Sciences (ASBBS) Journal. He has lived in the Richmond area his entire life and in his free time he enjoys fishing, golf and spending time with his friends and family.