Client Advisory

Biography

Josh is a Senior Associate in the Louisville office. In this role, he provides business tax advisory services to clients and assists with the management of the business tax team in the Louisville office.

Prior to joining Cerity Partners, Josh served as a Tax & Business Advisor at ARGI Financial Group. In that role, he supported tax planning, compliance, and consulting services to high net-worth entrepreneurs and business owners. Additionally, Josh oversaw the hiring, management, and training for all new colleagues on his team at ARGI.

Josh’s hobbies include reading, attending sporting events, weightlifting, anime, and participating in family activities.

Education

  • Bachelor's Degree - Business Accounting - University of Louisville

Highlights

  • Enrolled Agent (EA)
  • Former chair of the Best Practices Subcommittee of ARGI Financial Group's DEI council
  • Volunteer for local Ronald McDonald House

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