Josiah partners with his clients to help them achieve their goals and create their ideal financial future. He works closely with individuals, families, and businessowners to provide customized financial planning services, retirement strategies, wealth preservation, and estate planning.
Josiah entered the financial services industry in 2014 with a genuine passion to help others, and to build authentic relationships with his clients. He is a fiduciary advisor, holding a Series 65 (Uniform Registered Investment Adviser) registration and his Life, Health, and Accident insurance licenses.
Josiah, his wife Danielle, and three sons Saelor, Campbell, and Mathis live in Hampstead NC and love spending time together at the beach. In his free time, Josiah enjoys playing rec league basketball, golfing, traveling, reading, and is an avid New York Knicks and Jets fan.