Josh lives in Birmingham with his wife and two sons. He is actively involved in making a difference in the world and engages in philanthropic work through several charities. He also prioritizes his own continuing education in his chosen field. For that reason, Josh seeks out opportunities to enrich and expand his extensive knowledge of the industry so he can better serve his clients every day.

• Graduate of the University of Alabama with a bachelors in Liberal Arts
• CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
• Accredited Investment Fiduciary (AIF®)