Josh is a wealth advisor with a steadfast passion for helping others. With a successful background in healthcare and healthcare leadership, Josh built his career around service, trust, and guiding others through important life decisions. That same commitment to helping people ultimately inspired a transition into financial services, where he now focuses on empowering individuals and families through financial education, strategic planning, and goal-oriented guidance. 

At the heart of Josh's work is a desire to help families gain clarity and confidence around their finances while building lives that reflect what matters most to them: faith, family, generosity, and long-term purpose. 

Outside of his work, Josh cherishes time with his family.   He has been married to his wife, Elyssa, for 11 years and they have 3 beautiful children: Christian (8), Parker (7) and Addyson (4). His experiences as a husband and father continue to deepen his passion for helping families make thoughtful financial decisions that reflect what matters most to them.  Both Josh and Elyssa serve in their local church, Calvary Bible Church in Grass Valley.  Josh also finds fulfillment and joy in volunteering as a little league baseball coach. In particular he values the opportunity to serve as role model to young men and provide a strong witness as a follower of Jesus Christ.