Josh is a Certified Financial Planner with over 14 years of experience in the industry. He holds a BBA in Banking and Finance from the University of the Incarnate Word, graduating in 2010. Specializing in Tax Planning, Investment Planning, Retirement Planning, and many others, Josh is passionate about helping his clients transition into retirement with confidence. He takes pride in simplifying complex financial concepts, ensuring his clients understand their financial goals every step of the way. Outside of work, Josh enjoys hitting the ice for a game of hockey or exploring the depths of the ocean through Scuba Diving adventures.