With an unwavering drive to do more for his clients, Josh founded his financial planning practice to guide retirees in developing sustainable financial plans to help them live their ideal lifestyles throughout their golden years. Early on, Josh had a passion for three things: baseball, numbers and helping people. He soon realized one of those passions was not going to be a career option and joined a financial firm in 2003. There, he gained valuable experience, but he also realized areas where he could better help his clients as an independent financial advisor. Now an Investment Adviser Representative, Josh honors his fiduciary responsibility by putting his clients’ needs and goals first. He takes his select families through a process that helps them understand what their new, well-devised plan can accomplish and how it could ultimately benefit them. In turn, this helps reduce any doubt or confusion they may have. Josh specializes in creating and tailoring innovative financial plans designed with the retiree in mind. He has passed the Series 65 securities exam and holds life insurance licenses in Colorado. As a retirement income planning, investment planning and legacy planning professional, Josh has been featured in prominent news outlets, including Fortune Magazine. He also contributed a chapter to the book “Victory!” Josh lives in Windsor, Colorado, with his wife and three sons. He is an avid softball and racquetball player as well as a CrossFit and wakeboarding enthusiast. He enjoys spending time with his family outdoors and is very active in his church and community.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.