Josh joined the Clarus team during the Summer of 2020. With 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 financial advisor, his passion for financial education allows him to guide clients through understanding exactly what it is they are doing and why. Josh assists clients in developing their holistic financial plan, as well as the implementation of their investment strategy. Josh is currently enrolled in a CFP program and scheduled to sit for the exam in November 2021.  


As a former student-athlete from Baylor University, Josh prides himself on communicating with clarity and gravitas. 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.