Putting your money to work for you means more than investing to Josh. It means proactively giving your dollars a job to work for your life goals. Believing that financial planning should be simple and effective, Josh developed the one-page financial plan that he and Doug use in their financial planning process.
A Tacoma native, Josh lives in Fircrest with his wife Latisha and their two kids. They love spending time together playing games, watching movies on Friday night pizza movie night, and hosting families in their home.
Josh began his career in the non-profit sector where he focused on fundraising and leadership. His roles included Development and Communications Director for Tacoma Youth For Christ and Executive Director for Youth For Christ in San Diego. In 2018, Josh transitioned his passion for helping people express their values through financial stewardship to his current role as an LPL Financial Planner. Josh is involved in several local non-profits, including Network Tacoma and Randy Sheets Memorial Fund, and also volunteers as a fundraising event emcee.
Josh enjoys a good coffee paired with a good book, rock climbing, and likes to live a balance between being cozy on the couch and hiking a trail.
Registered to sell securities through LPL Financial in the states of WA and OR, licensed to sell insurance in the state of WA.