Josh drives the planning side of our practice. He draws upon 23 years of industry experience to create in-depth financial plans for our clients, spearheading the collaboration between the team, other UBS specialists and our clients' tax and legal advisors. Josh completed UBS's comprehensive Private Wealth Accreditation program designed for advisors serving and advising families of substantial means. Josh earned his B.S. in finance from Arizona State University and his CIMA® through the Wharton School of the University of Pennsylvania. He serves on the board of the Make-A-Wish Foundation and on the Seton Professional Advisors Council (Dell Children's Hospital). Josh resides in Austin with his wife, Kristen, and their two children.

AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI