Josh is an experienced financial professional, and United States Army combat veteran. Throughout his life, his passion for people has placed him in the position to help others when they need it the most, no matter how complicated the situation may be. Over nearly a decade of military service, Josh took on the toughest challenges that had the most impact on the lives of those around them, quickly rising through the ranks. During his time in service, he knew the tools he needed to be successful in a world that only allowed one chance to make the right decision required technical mastery, intensive practice, unwavering discipline, inspirational leadership, and personal character beyond reproach. In the relentless pursuit of excellence over his career, Josh was awarded over 30 times for leadership, valor, and merit including the highest commendation for leadership in the U.S. Army - The Sergeant Audie Murphy Award. He culminated his career serving under the direct mentorship of Major General Charles Flynn and serving as the President of a non-profit organization focused on reducing veteran homelessness.
After leaving service, Josh left to begin his financial services career with Edward Jones Investments where he again quickly rose through the ranks becoming a financial advisor trainer and veteran recruiting leader while thoughtfully building his business face to face. During his tenure, he successfully trained and developed dozens of new financial advisors to be successful by ensuring they have good habits and never lose sight of what an incredible responsibility financial advisors have.
At the height of his performance, Hurricane Harvey struck - calling him back into service. He spent over 5 days performing water rescues for those in danger during and after the storm. After seeing the immense need the Houston community had, Josh briefly left financial services to assist veteran based disaster response organization Team Rubicon by serving as the Director of Operations for FEMA Region 6 to assist with establishing a disaster response and long-term recovery program and management team in Texas.
After stepping up to the plate for his country and community once again, Josh realized that in order to truly help his clients - he needed a better way. Many widely adopted ways of financial thinking are often outdated, inaccurate, or just simply untrue and he understood that in order to help others in the most effective way possible he had to rethink how traditional planning is done. He knew his clients deserved better and the solution he sought for them was out there, leading him to join the team at White Rhino Financial.
Josh loves process and improvement and has been helping Americans sleep better at night his entire adult life, he just changed the tools he does it with.
Kaplan University - Bachelor of Science - Business Administration
College for Financial Planning - Accredited Asset Management Specialist
United States Army - Warrior, Advanced, and Senior Leader's Course
Memberships & Affiliations
Financial Planning Association,
National Infantry Association,
Combat Infantrymen's Association
Texas Combat Veteran Association,
Josh was born & raised in Houston, TX.
He has a daughter Scarlett, and son Harrison.
He loves blues guitar music (SRV, Hendrix, Clapton).
He is an avid traveler and has visited over 35+ countries in the world.
He has lived 1/3 of his life outside the continental United States.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.