Lead Financial Advisor
Offices: Wilmington; Pinehurst
Wealth Management; Business Services
Financial Planning; Retirement Planning; Investment Management; Estate Conservation; Business Valuation; Tax Planning; Corporate Retirement Plans; Employee Benefits; Executive Compensation; College Planning
Josiah has been with the company since March of 2021. He’s been an Advisor for 7 years, helping individuals and businesses create their ideal financial life. Josiah holds his FINRA Series 65 license as well as NC State Insurance licenses in Life, Health, and Medicare Supplement & Long-Term Care Insurance. He volunteers as a coach at the Topsail Basketball Association. Josiah’s family and himself live in Hampstead NC. They enjoy living by the beach and spending time with family and friends. Josiah and his wife stay pretty busy raising their three young sons, but in his spare time he enjoys spending time in the outdoors, reading, playing rec basketball, sports, and traveling.