Josh develops personalized strategies by analyzing the goals and objectives of each individual. By helping educate his clients and catering to their needs, Josh helps facilitate achievement to maintain the goal of financial independence while acting in a fiduciary capacity. He graduated from Longwood University and has a Finance research paper published in the Journal of Applied Business and Economics. In his free time, he enjoys fishing, golf and spending time with his friends and family.
Josh holds his Accredited Portfolio Management Advisor℠, Chartered Retirement Planning Counselor℠ and Wealth Management Specialist℠ designations. He is also a business partner with the Virginia Trial Lawyer Association. We are aware of the challenges facing today’s leading Virginia’s attorneys, ranging from those who have freshly passed the bar to those who have achieved the partner level at global law firms. Whether it is business planning or personal financial planning Josh can help with:
• Retirement Strategies
• Wealth Management and asset allocation strategies
• Comprehensive Financial Planning
• Survivorship Protection Strategies
• Asset Preservation Strategies
• Estate Conservation Strategies
• Charitable Giving Strategies