Josh helps individuals, families, and business owners build financial strategies that align their wealth with their goals. He specializes in tax-efficient investing and retirement income planning, helping clients make informed decisions designed to maximize after-tax wealth over time — and he's committed to fiduciary advice that always puts clients' interests first.

A graduate of Brigham Young University with a degree in Finance, Josh caught the investing bug early: he started investing in the stock market in high school. Before wealth management, he built a practical, relationship-first approach through leadership and client service roles, and through full-time missionary service in Chile, where he became fluent in Spanish and developed a lasting appreciation for service and communication.

Outside the office, Josh is chasing an ambitious goal: qualifying for the 2028 U.S. Olympic Marathon Trials with a 2:16 marathon. He has completed the Boston, Chicago, and St. George marathons, plus numerous half marathons across the western United States — and he'd tell you the discipline and long-term mindset of endurance running look a lot like good financial planning. When he isn't training or with clients, he enjoys pickleball, time with family and friends, and reading about investing, business, and science fiction.