Phone: 619.202.0287 | Mobile: 406.579.5520 | E-mail: firstname.lastname@example.org
"I love to connect with people — so much, in fact, that on a summer break from college I worked at the Talkeetna Alaskan Lodge near Denali, where I got to know people from all over the world. Connecting with my clients and helping so many of them retire early, send their kids to their dream schools, reach their goals and enjoy their lives more has been my biggest professional accomplishment."
Josh grew up in Helena, Montana, and earned a business degree with a finance emphasis from Montana State University in Bozeman. He began his career in financial services as a credit specialist with a major bank, and moved to San Diego to become a financial planner in 2005.
Josh and his wife, Tami, love to hang out at the beach with their son. When he’s not working, Josh has a fierce fantasy baseball habit — a lifetime bonding experience he shares with his dad and hopes to share with his own kids someday.