As Chief Investment Officer at HHM Wealth, Josh leads the firm’s investment strategy while helping clients pursue their long-term financial goals. He brings a client-first approach, grounded in a deep understanding of each individual’s unique needs and objectives. Josh specializes in working with divorcees and retirees and offers extensive knowledge in life, disability, and long-term care insurance.
A self-proclaimed extrovert, Josh thrives on building relationships and believes client education is essential to long-term financial success. He is known for his clear communication and ability to simplify complex financial concepts, empowering clients to make informed decisions about their futures.
Outside the office, Josh enjoys spending time with his wife Natalie and his three children. He serves on the board of Northside Neighborhood House a nonprofit organization that strengthens families through education, housing support, and community programs. In his free time, he enjoys playing golf and tackling home projects.
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