Josh has been a Registered Representative since 1999, including with MONY Securities Corporation in New York, NY (1999-2003), 1717 Capital Management Company in Durham, NC (2003-2007) and Hornor Townsend and Kent, Inc. in Durham, NC (2007-2014). In addition, he has been an Insurance Agent since 2000 MONY Life Insurance Company (2000-2003) with Nationwide Provident (2003-2007) and Penn Mutual Life Insurance Co. (2007-present).

Josh graduated from the University of North Carolina at Chapel Hill in 2000 with a Bachelor of Science degree in Business Administration. He earned his Chartered Life Underwriter (CLU®) designation in 2003, and both his Certified Financial Planner ™ (CFP®) designation and his Chartered Financial Consultant (ChFC®) designation in 2004.
Josh is a member of the Financial Planning Association. He and his wife Megan have four children. They reside in Franklin, TN where they attend Fellowship Bible Church.