Josh’s primary role is being a Client Relations Specialist for the Advisors. He helps prepare them for appointments and performs other tasks and projects. He is currently in his junior year of college enrolled at Utah Valley University in their Financial Planning Program.
He enjoys boating, skiing, and socializing with family and friends. He spends most of his free time with his wife Rebekah, on weekends you can usually find them in the outdoors enjoying the clean air.