Josh is dedicated to partnering with clients to craft personalized and comprehensive financial strategies that align with their most cherished goals. As Managing Director - Investments and Senior Financial Advisor at Mile High Wealth Management Group of Wells Fargo Advisors, Josh and his teammate, John Prichard, Senior Financial Advisor, have combined their strengths to deliver personalized wealth management that drives client’s financial success.
Josh prioritizes understanding what is most important to his clients before establishing an investment strategy. By collaborating closely with clients, their CPA, attorneys, and other professionals, he can craft a personalized investment strategy that aligns with each family's unique needs. Additionally, he offers thoughtful guidance on retirement savings plan, helping to ensure you have the flexibility and options necessary to help secure and fulfilling retirement.
Josh launched his career with Edward Jones in July 2005, gaining invaluable experience across multiple branches nationwide. In 2006, he transitioned into the role of Financial Advisor, and in November 2024, he and John Prichard came together to establish the Mile High Wealth Management Group of Wells Fargo Advisors.
Josh holds a bachelor's degree in finance with a minor in real estate from Colorado State University, He also has earned the Accredited Asset Management Specialist® (AAMS®) certification from the College for Financial Planning.
Josh married his high school sweetheart, Shannon. Their three children—Blake, Brynn, and Bryden—represent the fifth generation of their family born in Colorado. Although both Josh and Shannon were raised in Gunnison, they have proudly called Lakewood home since 2006. Josh is actively involved in the community, coaching little league sports and volunteering with various local nonprofit organizations.
CA Insurance license #: Resident state CO