Born and Raised in the Tri-Cities, Josh graduated from Kamiakin High School in 1999. After graduating from Gonzaga University in 2003 with a Bachelor of Business Administration degree, he immediately started his career as a Financial Advisor. Josh passed the Series 7 and 66 exams, and is licensed in life, variable and long-term care insurance. He joined RBC Wealth Management in 2006. In 2006, he joined RBC Wealth Management and earned the CERTIFIED FINANCIAL PLANNER™ certification through the Certified Financial Planner Board of Standards. While not required to hold this certification, he chose to pursue it for educational purposes, as it demonstrates extensive knowledge in many areas of the financial planning process including investment planning, retirement planning, estate planning services, insurance planning and risk management.
Helping people make smart financial decisions, avoid common mistakes and reach their financial goals is very rewarding for Josh. He loves his career and appreciates the trust and confidence clients place in him.
Josh lives in Kennewick with his wife, Michelle, and their two children. He enjoys supporting his children’s activities and spending time with friends and family. Spending time outdoors is also very important to Josh, whether that be on a boat, in the woods or on the golf course.
