Our People
Portfolio manager working primarily with private clients and trust clients and a member of the Wealth Planning Group
Joined the organization in 2021 after serving with American Century Investments as a business retirement specialist, assisting small business owners with retirement solutions for themselves and their employees. Prior to joining, Josh served as an investment representative guiding clients in building balanced portfolios to achieve retirement goals.
BBA in Finance, Harding University
CERTIFIED FINANCIAL PLANNER® (CFP®)
American Cancer Society Hope Lodge, Volunteer
President
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Analyst
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Portfolio Manager, Wealth Strategist
Manager, Portfolio Administration
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Vice President, Portfolio Manager
Head of Portfolio Administration, Trust Investment Solutions
Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Value Equity
Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Value Equity
Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director, Head of Asset Allocation
Portfolio Manager, Wealth Strategist
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
