Josh is the chief retirement specialist for his clients at Cornerstone Roscoe. His time is spent meeting with clients, creating financial plans, managing and monitoring portfolios, researching investments, and more.
Josh became securities licensed in 2008 and has been a financial advisor ever since. He started with Edward Jones Investments and opened the office in Rockton before co-founding Cornerstone Wealth Management Roscoe in 2013.
When he's not at the ball diamond watching his son play baseball or the bowling alley watching his daughter bowl, Josh is traveling, ATV'ing, or shooting.