Head of Wealth Management
CFP®, ChFC®, CLU®, AEP®
Josh joined Mercer Advisors in 1997. In his current position as Head of Wealth Management he is responsible for the management of all Mercer Advisors’ offices across the company. His past professional experience includes branch and regional leadership positions in both service and sales. In addition to working to cultivate superior client experience as a growth strategy he is a significant contributor to the company’s education and employee development programs including Sales Summit, Director Development Program, the Academy series and Symposium. He graduated magna cum laude, Phi Kappa Phi, with a degree in Economics and Business from Westmont College. He and his wife live in Denver with their three children.