Josh attended Utah State University, where he graduated with a Bachelor of Science degree in education. His passion for finance led him to become a financial advisor with Waddell & Reed in 2007. Josh listens to clients to help them identify and plan for their financial goals, and he offers advice and ideas in addition to recognizing and understanding risks. His objective is to help clients pursue their goals in an effective way based on their resources and what risk tolerance will allow. During his free time, he enjoys watching and playing basketball and golf.