“Stick to your guns!”
This is the crux of Joshua’s personal and professional beliefs. Developing a financial plan is only part of the process. Following through is how goals are achieved. Joshua takes a comprehensive approach to understanding his clients’ unique situation. This involves defining goals, setting objectives and then ensuring effective implementation.
Joshua has always had the heart of a teacher. This was instilled in him by his grandfather and uncle, who were both in the financial services industry. He understands that regardless of age or background, financial literacy is of utmost importance. As a result, his clients benefit from the ability to make informed and intelligent decisions.
Joshua joined Trilogy Financial in May of 2016. After completing Trilogy’s rigorous Associate Training Program, he joined his Wealth Advisory Group alongside Senior Vice President of Wealth Planning, Nathan Brown and Wealth Advisor Matthew Phillips.
In his free time, Joshua enjoys reading at his favorite spot in Laguna Beach, playing pick-up basketball and golfing. He aspires to one day to own his own practice.