CERTIFIED FINANCIAL PLANNER, CFP®
Josh joined the Clarus team during the Summer of 2020. With over a decade of experience in institutional, family office, and retail wealth management, Josh uses his diverse background to add value to our client experience and investment management processes. As a CERTIFIED FINANCIAL PLANNER™, his passion for financial education allows him to guide clients through understanding exactly what they are doing and why. Josh assists clients in developing their holistic financial plans, as well as the implementation of their investment strategies.
As a former student-athlete from Baylor University, Josh prides himself on communicating with clarity and passion. In his spare time, Josh enjoys a wide variety of activities from traveling and cooking to reading, sports and outdoor activities with his wife, Brittni.