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 Bardstown office. In this role, he works across the firm’s teams addressing a wide range of complex tax matters, including estate and gift tax, sales and use tax, corporate income tax, pass-through taxes, and individual income taxes.
Prior to joining Cerity Partners, Josh served as a Tax Manager at ARGI Financial Group. Before ARGI, he worked at a global vehicle and engine care company where he focused on corporate state and local taxes. Prior to his corporate career, he was a Senior Tax Associate at a Big Four accounting firm.
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.