Regional Vice President
Josh enjoys working closely with clients to form long lasting relationships and help them achieve their most important financial goals. He joined Charles Schwab & Co Inc in 1997 as a Registered Representative specializing in trading, advice, financial planning and business development. Josh also spent time at Buckingham Strategic Wealth as a Wealth Advisor, as well as 14 years at Transitions Wealth Management LLC as President and Chief Compliance Officer leading a startup Registered Investment Advisor. He is Series 65 registered and completed advisor practice management training with CEG Worldwide. Josh lives in Denver with his wife Elanna and 3 daughters Kyra, Ellie and Abby. He enjoys all the great outdoor activities Colorado provides including skiing, tennis, pickleball, running and walking the dog.