Josh enjoys guiding clients through the financial planning process, helping them achieve Economic Freedom™. He is dedicated to alleviating financial worries for his clients. Inspired by his own experiences growing up in a household with financial stress, Josh is committed to helping others feel confident and stress-free about their finances.
Before joining Mercer Advisors in 2021, Josh was a registered representative and financial advisor at Equitable Advisors. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 66 license. Josh graduated from the University of Colorado Leeds School of Business with a Bachelor of Science degree in business administration, emphasizing personal financial planning.
In his free time, Josh enjoys heading to the mountains to ski, hike, and backpack. He also participates in real estate investment.
Boulder
2595 Canyon Boulevard Suite 320 Boulder, Colorado 80302