Josh blends 15 years of experience in technology and network engineering with his Series 65 license to bring a system-driven, disciplined approach to financial planning. He designs strategies that are clear, efficient, and aligned with each client’s goals.
At Summit Wealth Advisors, Josh combines his technology expertise with a client-focused approach, helping individuals and families simplify complexity, make confident decisions, and plan for the life they want.
Outside the office, Josh enjoys golfing, long hikes, and spending time with his girlfriend, Laura, and their dog in Lee's Summit, MO.