Josh is a graduate of the University of North Carolina at Wilmington and, in addition to his position as an investment advisor representative, he works with logistics, research and analytics. His background in economics, mathematics, and philosophy allows Josh to see the big picture when it comes to his client’s financial needs and future goals. He then helps clients to implement the necessary tactics and strategies to best reach those goals in order to achieve a higher level of financial freedom and independence.
Josh is originally from Maryland but came to Wilmington to study at UNCW. He received a Bachelor of the Arts Degree in Economics with minors in Mathematics and Philosophy, achieving a 4.0 in the Cameron School of Business and graduating Summa cum Laude. Josh also interned at Watkins Consulting Inc, a firm based in Washington D.C. working primarily with the Federal Reserve on loss sharing agreements with member banks.
In his free time Josh is an avid beach volleyball player, playing competitively along the east coast and a regular at Capt’n Bills Backyard Grill as well as Dig and Dive. He also enjoys teaching the game through coaching youth teams competing in Junior Olympics.