Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Senior Associate
Louisville
Client Advisory
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.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Principal
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.