Josh serves as an Administrative Assistant with a strong foundation in operations and client management. He brings experience across sales, operations, and client relations, with particular strengths in risk assessment and personnel coordination. His dedication to the financial industry is reflected in his commitment to supporting key clients and helping meet their strategic needs. Josh is currently pursuing a Business degree at Utah Valley University.
Josh plans to obtain his securities and insurance licenses and works closely with experienced industry professional Richard Habel to support both current and future clients. He is focused on simplifying complex financial decisions and helping clients navigate their financial futures with confidence.
Originally from Utah, Josh lives in Salt Lake City and enjoys spending time outdoors. In his free time, he can be found skiing at Brighton Ski Resort, hiking, or mountain biking.
