Josh’s approach to advising centers on one simple principle: the client’s needs always come first. He believes in being upfront and honest, avoiding complex jargon or pushing products. Instead, Josh focuses on straightforward advice, helping his clients preserve their wealth in a way that aligns with their values—no empty promises, just transparency and trust.
He holds both a bachelor’s degree from the University of Colorado and a Master of Engineering degree from Northern Arizona University. Before joining Raymond James in 2019, Josh worked as an advisor at Edward Jones, where he gained valuable experience. He was drawn to Raymond James because of the freedom it offers advisors to truly prioritize their clients.
Originally from Denver, Josh now calls Flagstaff, Arizona, home, where he lives with his wife, Stephanie, and their three daughters: Olive, Daisy, and Ebbe. A dedicated member of the community, he serves as a county commissioner for the local parks and recreation department, Board member for County Friends of Parks and Recreation and previously served as a board member for the Arizona Community Foundation. When he’s not working or serving his community, you can find him out on the slopes skiing or hitting the trails on his mountain bike or dirt bike.