Senior Financial Advisor
With Apriem Since 2018

Josh joined Apriem in 2018 as a Wealth Manager, where he plays a pivotal role in guiding clients through comprehensive financial planning, with a specialty in retirement planning strategies. However, Josh’s commitment to Apriem and his clients goes beyond the numbers as he serves as Apriem’s in-house risk management expert, where he provides needs-based guidance on long-term care, annuities, and other insurance solutions tailored to clients’ unique financial situations.

Josh specializes in working with high-earning individuals who have yet to reach their full financial potential and industrial retirees, helping them navigate complex financial decisions with confidence. Beyond client advising, Josh shares his passion for financial literacy through Apriem’s Financial Cents, equipping individuals with the knowledge they need to build a secure future.

Josh’s core values—faith, family, service, and gratitude—guide his personal and professional life, helping him cultivate the type of husband, father, and wealth manager that he strives to be.

Upon meeting Josh you will immediately feel that you are in the presence of “good”. Josh is an incredibly talented wealth manager and becomes personally invested in his clients success but he is also, perhaps, one of the best people you will meet.