Associate Wealth Advisor
Joshua is the first person potential clients engage with. He develops and nurtures new relationships, along with scheduling listening sessions. Joshua also conducts our essential Checkups Calls to ensure that we are aware of any possible changes (such as a new job or retirement) or concerns in the lives of our clients. This enables us to make sure that each of our clients has the most personalized, up-to-date Wealth Strategy possible.
His overall goals are to build new relationships and strengthen current relationships.
Joshua is originally from St. Louis, MO, but eventually relocated to West Virginia. He graduated with his Bachelors Degree from Appalachian Bible College. Joshua now resides in Clarksburg, WV. In his down time, he enjoys spending time with his family and being active within his community.