Joshua serves as a Wealth Manager, working closely with his clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Joshua covers all aspects of professional wealth management.
Prior to joining Creative Planning, Joshua worked for an independent investment advisory firm as a wealth advisor. Joshua was responsible for having a deep understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Joshua graduated with honors with a Bachelor of Science degree in Business Administration from Lindenwood University.
In his free time, Joshua enjoys spending time with his family, traveling, and watching sporting events.
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