Josh serves as the Chief Financial Officer at 215 Advisors, LLC. His knowledge, education and experience includes accounting, office administration, information technology and Biblical counseling.
As Operations Manager, Josh’s responsibilities include staff, inter-office processes, maintaining the firm’s technical infrastructure and overseeing firm efficiency. As Personal Financial Advisor, Josh supports the multi-dimensional elements of developing and updating client financial plans and investment account administration support.
Josh works with expanding families, small business owners and mid-career professionals. He helps them to make smart choices about money and to develop a solid plan for long-term growth. Josh continues to focus on comprehensive financial planning, personal financial security and business wealth optimization strategies.
When not working, Josh enjoys spending time with his wife and their three children.