Financial Planning Assistant Manager

Educational Background

  • B.S. in Financial Planning, Cum Laude, Missouri State University
    Minor in Economics


Business Experience

Josh joined FAS in January 2018 after interning with the firm the previous two summers. He graduated cum laude from Missouri State University with a Bachelor’s degree in financial planning and a minor in economics. Josh assists in the development of client comprehensive financial plans. His primary duties include data gathering and reconciliation, as well as analysis and assemblage of financial plans and updates.  Josh has completed his education requirements for the CERTIFIED FINANCIAL PLANNER™ certification through Missouri State University’s board registered program and has successfully passed the CFP® exam.