As an Associate Wealth Advisor at Hobart Wealth, Josh partners closely with Senior Wealth Advisors to support clients in crafting financial plans that are clear, actionable, and aligned with their goals. From preparing and presenting reports to answering account-related questions and helping build plans, Josh plays a key role in delivering a thoughtful and consistent client experience.
With more than a decade in the financial services industry, Josh brings a diverse background to Hobart Wealth. He has had roles in client service, audit, and institutional operations.
For Josh, financial planning is a natural fit, combining his love for math, his STEM-oriented mindset, and his passion for helping others create real-life change. “Whether it’s retiring early or paying for a child’s education, I love being part of the strategy that turns goals into reality.”
Outside the office, Josh is an avid reader of thrillers and murder mysteries (Lisa Gardner is a favorite), a loyal fan of the Chicago Cubs and Texas Longhorns, and a dedicated member of his community. He enjoys exercising, grilling out, and spending time with his dog, Max.