Josh’s Presentation Topic at our 2023 Summit:

5 Money Questions for Women
Josh will be sharing perspective on a process women can use to identify financial goals and set a strategy. Discusses Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving.

About Josh:

As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that can help achieve what’s most important to you.

Prior to Edward Jones, I worked at the Hunting Memorial Liver Center in Pasadena and later helped start an IT company. With over a decade of experience in healthcare and entrepreneurship, I love listening to individuals talk about what drives them – their visions and dreams. Not only that, I enjoy the process of planning and partnership to help them achieve these important goals. My passion is to help you focus on building a strategy for retirement, protect your family from the unexpected and create a plan for your estate.

Helping business owners with business succession planning is a very important aspect to my business. In 2022, I completed an educational program and earned the Certified Exit Planning Advisor® designation. The training courses that make up this program cover many aspects of business and succession planning including: assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPAs, attorneys and other professionals, integrating strategies into professional, personal, and financial goals and building and preserving family wealth for future generations

In 2013, I married the love of my life – Kristine – and we are proud parents of Mercy, Oliver and Micah. My family attends Calvary Chapel and we enjoy giving back to our community. I serve on the board of directors to the Chino Valley Chamber of Commerce and my wife volunteers at local afterschool programs.

My team and I embrace the opportunity to serve our community by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together over your lifetime to keep you and your family on track with what’s most important.