About Me
Hello there! My name is Josh and I help people simplify their finances, make confident decisions, and feel more in control of where they’re headed—without all the confusion that usually comes with it.
I’m a financial advisor with Thrivent, and I got started in 2019 after discovering financial planning in college. What drew me in wasn’t just the numbers—it was the opportunity to walk alongside people, help them think through real decisions, and bring clarity to something that often feels overwhelming.
My approach is simple: take a step back, look at the full picture, and make sure everything is working together the way it should. I focus on keeping things clear and practical, so you always understand what you’re doing and why.
I work almost entirely virtually, which makes it easy to connect in a way that fits your schedule—no commuting, no pressure. I work with clients across the country, with many based in New Jersey, where I was born and raised. My wife and I now live in Richmond, VA.
I chose to work with Thrivent because of its purpose-driven mission, which aligns closely with my faith and values. Outside of work, I enjoy trying new coffee spots and restaurants with my wife, staying active through workouts and pickleball, and reading about faith and business. My faith plays a central role in my life and naturally shapes how I serve the people I work with.
Feel free to schedule a consultation anytime—it’s completely free, and there’s no pressure, just a chance to talk things through.
Meet My Team
