Josh’s initiation into portfolio management came at Mississippi State University where he helped manage the Tennessee Valley Authority’s Asset Retirement Trust. This money was set aside by TVA for the eventual decommissioning of nuclear power plants. Divided between several participating universities, the fund is actively managed by students. This hands-on experience served to stoke Josh’s excitement surrounding investments and solidify his desire to help everyday people with their own financial future.
Josh started helping families with their investments in 2005 after graduating from Mississippi State University’s school of Banking and Finance. While skilled in many areas of financial planning, he primarily focuses on retirement income planning, college planning and investment management, working hard to simplify the financial planning process for his clients. Josh has helped his clients navigate some of life’s greatest financial challenges, including divorce, the death of a spouse, the sale of a business, and the management of an inheritance.
Josh is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, having met stringent education, experience, and ethics requirements.
Josh attends First Baptist Church in Columbus, Mississippi, and enjoys reading, watching movies, and traveling. But most of all, he loves spending time with his wife, Sara, his son, Preston, and his dogs, Cujo, LJ and Scooby.
Education & Honors
- Bachelor of Business Administration, Mississippi State University School of Banking and Finance (2005)
Associations & Designations
- Certified Financial Planner, CFP®