Josh is a Managing Director - Investments and Chartered Market Technician (CMT) for The Fourth River Investment Group at Wells Fargo Advisors. He enjoys working with successful professionals and business leaders, providing tailored advice through a disciplined wealth management process. As a Qualified Plan Financial Consultant (QPFC), he has significant experience helping organizations with various retirement programs, ranging from 401(k), profit sharing and pension plans to executive wealth planning, financial wellness and lending services.

Growing up in North Canton, Ohio, Josh was always intrigued by the markets and wanted to build his own business. Becoming a financial advisor was the perfect blend of these two goals. He earned his B.A. in Economics from Allegheny College and in 2001 began his career as a Financial Advisor at UBS. In 2006, he joined Morgan Stanley and, after 17 years, transitioned to Wells Fargo Advisors in 2023.

Josh has built a successful practice helping business owners provide valuable services to their employees and executives. His areas of focus include portfolio management, investment planning and 401(k) plan design. For Josh, helping clients solve complex challenges is both rewarding and stimulating. He enjoys working with like-minded professionals who find satisfaction in emphasizing things we can control - communication, diligent work and attention to detail.

Outside of the office, Josh enjoys spending quality time with his wife, Kacie, and their boys – Joey, Bobby and Leo. Often found at a basketball court nearby, the family has been known to settle in for Sunday movie nights and for some travel and fishing in South Florida.