Josh is a native of Western Kansas and holds a Bachelor of Science degree in finance with an emphasis in Estate Planning from Fort Hays State University. Josh has over 15 years of experience in the financial service industry and has attained the designation of Chartered Mutual fund Counselor (CMFC.) The CMFC is designated to those professionals who demonstrate a thorough knowledge of mutual funds and their various uses as investment. The CMFC designation is awarded by the College of Financial Planning and is the only mutual fund designation recognized in the financial services industry.
Josh's extensive background and skills play a key role in his ability to build client relationships and providing the best service possible to all of FPG's client's. Prior to joining FPG Josh served as a Financial Advisor in Wichita, KS. Josh moved to Overland Park in 2005 where he became an advisor assistant and stock/mutual fund research associate for a local independent registered investment advisor. Josh went on to spend over 4 years with one of the largest independent advisors in the United States before moving to Camas, WA where he served as an Investment Counselor in the private client group for Fisher Investments.