Josh supports our team and firm by providing outstanding service to our clients. He provides prompt communication between our clients and advisors to ensure their needs are always met. Josh also assists our marketing and social media teams to build our brand and provide our clients with insight into the “EQ” way of wealth advisory.
Josh was influenced about the importance of money management at an early age, and often remembers his father playing cassette tapes of Rich Dad Poor Dad on long trips, teaching him to “always pay himself first.” He also learned from his older brother, who became a licensed broker when he was in middle school. Having a true passion to help others, Josh plans to work towards his series 7 license while learning to create financial independence for his new family.
Josh was born and raised in Plano, Texas shortly after his parents relocated from New York where he and his wife, Cassie, still reside today. He cherishes finding time to spend with his family and their Australian shepherd, Nova Skosh, traveling on adventures and visiting new places. When given the chance, he enjoys watching movies and attending baseball games at both minor and major league levels. Josh and his wife are excited to welcome their first child in the fall of this year.