Josh joined Krilogy as a Wealth Advisor in the summer of 2019. At Krilogy, Josh is part of a team that is dedicated to being communicative, authentic and trustworthy, while always putting the needs of clients first.
As a CERTIFIED FINANCIAL PLANNER®, Josh leverages the immense number of tools and resources available at Krilogy and feels it is an ideal place to serve his clients in the most efficient and effective way possible. Josh specializes in assisting families with estate creation and distribution. He works closely with his client’s CPAs and estate planning attorneys to make sure that all families can have a cohesive financial plan throughout their lives and legacy. He has a passion for making complex financial planning matters easy to comprehend and explained in a way that everyone can understand.
Josh was born and raised in St. Charles, Missouri, and went on to play collegiate golf at Missouri Baptist University. He graduated from Missouri State University with a B.S. in Management. Outside of work, Josh loves serving his community, which is evident through his involvement on numerous non-profit boards and advisory councils. He thoroughly enjoys spending time with his family, whether at the lake or attending a Chiefs game.
