Client Solutions Representative
Joshua graduated from the University of Colorado’s Leeds School of Business in May of 2020. He earned a Bachelor of Science Business Administration degree in Finance with an option in Personal Financial Planning. Upon graduation, Joshua began his career in financial services working as a financial advisor at Equitable Advisors, then joined Mercer Advisors shortly after. Joshua is passionate to continue learning more about the financial services industry and currently holds the FINRA Series 66 license. In his free time, Joshua enjoys spending time in the mountains skiing and climbing.