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.
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 & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.