Josh is a seasoned financial advisor and speaker known for demystifying financial concepts and advocating for a human-centric approach. Since 2016, Josh has focused on understanding clients' needs, ensuring financial advice is clear, transparent, and beneficial.
Starting his career by knocking on over 5,000 doors in Houston, Texas, Josh built his client base through direct engagement and personalized service. This grassroots approach taught him that success lies in meaningful connections and positive impacts on people's lives.
Josh is dedicated to debunking financial myths and helping clients understand the truth about their finances. He believes financial services should be straightforward and tailored to individual needs, characterized by transparency and empathy.
In 2017, during Hurricane Harvey, Josh served as director of operations for a veteran-focused non-profit. This reinforced his belief in human connection and community support, shaping his approach to financial advising.
Returning to financial services, Josh joined Rethink Wealth, where he now serves as a voice and advocate for financial advisors. He challenges outdated practices and promotes a client-centered approach, providing practical advice to help clients and advisors navigate the financial landscape confidently.
Josh is also a passionate speaker dedicated to educating and inspiring others. He demystifies complex financial concepts, making them accessible and understandable. His commitment to debunking myths and offering clear, actionable insights has made him a trusted industry voice.
At Rethink Wealth, Josh champions practices that prioritize client well-being and foster lasting relationships. His story is one of perseverance, innovation, and a commitment to excellence. As a speaker and advocate, Josh empowers financial advisors and clients to achieve their full potential, transforming the financial services industry one client at a time.