Josh grew up in Bend and completed his Bachelor’s degree at Portland State before earning his J.D. at the University of Oregon School of Law. After passing the Oregon bar, he opted to pursue his passion for international finance and moved to London where he completed a specialty finance degree at City University London’s Cass Business School.
Josh has a varied work background, having acquired a mixture of both government and private sector experience in a wide range of roles from sales to analytical research. Josh enjoys being able to help businesses, families, and individuals build and protect their wealth through careful planning and adherence to a well-formulated plan.
Outside of the office, Josh enjoys reading, skiing, and traveling.