Josh is a Partner Advisor at AdvicePeriod. He focuses on improving clients’ lives by providing strategic, innovative, and holistic advice. For over a decade, Josh has combined technology and sincere passion to deliver an unmatched client experience.
Prior to AdvicePeriod Josh was a Relationship Manager with LifePlan Financial Group, Inc., a fee-only planning firm in Ohio. In addition to working directly with clients on comprehensive financial plans, he led the investment team and focused on cutting edge technology enhancements.
Josh served in the Ohio Army National Guard for 9 years. He was deployed overseas twice and provided relief during Hurricane Katrina. While serving, he graduated from Wright State University where he majored in financial services. He is a CFP® and a Certified Investment Management Analyst℠. Josh lives with his wife and three sons in Mason, Ohio where he is an active member of the community. Most recently Josh was elected to serve as one of Mason’s City Council Members. In 2012 he co-founded Young Professionals at Austin Landing, a nonprofit organization dedicated to advancing young professionals and serving the community.
Recognition and awards
- Dayton Business Journal’s Top 40 under 40 in 2013. – Recognizing the top 40 business professionals in the Dayton area under the age of 40 for outstanding community service and contributions to the Dayton area business community.