Josiah loves the process of collaborative & iterative financial planning as clients navigate the uncertainty that we all know as “Life.” He firmly believes that financial planning has the most power when advisors help clients clarify goals, develop plans to achieve them, and together take incremental action toward success. In addition to passing the CFP® in November 2023, Josiah has several years of experience within an array of Wealth Management firms. Seeing clients gain clarity and begin to take action toward making dreams a reality is a huge part of why he is passionate about financial planning.

On weekends and early mornings, Josiah strives to prioritize the important things in his life such as his faith, fitness, & family. His passions include elk hunting, hiking, and family bike rides.