As a financial advisor, Joshua is committed to helping his clients achieve their financial goals and build lasting wealth. By taking the time to understand clients’ individual needs, he strives to provide them with advice and strategies that are custom to their unique situation. His top priority is always to build long-term value for clients by helping them make informed decisions with their money.
Joshua started his career in the financial services industry in 2017 with O’Shares ETFs, working on the distribution side. He’s held several different positions in regional boutique firms and wire houses working with many financial products.
Joshua studied organizational leadership at Arizona State University and has passed the Series 7, 63 and 65 exams. He also has health and insurance licenses.
Born and raised in Toledo, Ohio, Joshua graduated from St. Francis de Sales High School. He moved to Tempe, Arizona, in 2013 to attend Arizona State University. He is now located in Phoenix, Arizona. Joshua was recently married and enjoys golfing, spending time with his family and catching an Arizona Diamondbacks game when he can.