As founding partner of Apex, Josh is a financial planner, and investment advisor. Originally from Houston but has lived throughout the country. He specializes in creating personalized financial plans that take into account each client's unique circumstances, including their income, assets, debts, and long-term goals.

A graduate of Stephen F Austin University, Josh graduated with a degree in Business. He currently holds his Series 7, 66, and Life & Health licenses. Josh has a deep understanding of a wide range of financial products and services, including investments, insurance, taxes, and retirement planning. 

 Josh has a special focus on working with educators. He understands the unique financial needs of teachers and other educational professionals and is dedicated to helping them plan for a secure future. 

Outside of his professional life, he has been happily married to his wife Cassie for 10 years. They love to travel the world together, having visited 27 countries and counting! They also have three fur babies at home who bring them joy and happiness.