Josh joined Level Four Wealth Management in May of 2011 as a Wealth Advisor and he is also the Business Unit Leader in our CRI Dallas office. Josh focuses on financial planning, retirement planning, risk tolerance and asset management with individual clients. In addition, he also works with a few large corporate retirement plans. Josh received his Bachelor of Science degree in Finance and Accounting from Auburn University, as well as his Masters in Accountancy from The University of Texas- Dallas. He also a graduate of the Finance Certificate Program at SMU and is a CERTIFIED FINANCIAL PLANNER ™ professional. Josh holds FINRA Series 7 registration (held with LPL Financial) and Series 66 registration (held with both LPL Financial and Level Four Advisory Services) as well as his insurance license.
Josh is married to Sarah and they reside in Dallas, TX.