Educational Background
- B.S. in Financial Planning, Cum Laude, Missouri State University
Minor in Economics - CFP® Certification Education, Missouri State University, 2019
Business Experience
Josh joined FAS in January 2018 after interning with the firm the previous two summers. He is now an Investment Adviser Representative for the firm and assists in the development of client comprehensive financial plans. His primary duties include data gathering and reconciliation, as well as analysis and assemblage of financial plans and updates.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Additional information about Josh is available on the SEC website at www.adviserinfo.sec.gov.
