As a Senior Relationship Manager, Josh will be your point person for ongoing account servicing. He helps prepare the advisors for your plan review meetings and handles important details, like investment withdrawals— getting the money you’ll need for that retirement cruise you have been looking forward to all year. Trained as a minister in college, he has an outstanding level of patience and understanding to help you work through the most tedious of service needs. When your CPA calls asking for last minute tax documents you forgot to turn in, you’ll be glad for Josh’s calm demeanor and efficient expertise in quickly finding exactly what you need.
Josh grew up on his family’s farm in Greenhill, Alabama. He earned his bachelor’s degree from Freed-Hardeman University in 2009 and soon after married Britney. They currently serve as the Associate Pastors of Freedom Church in Huntsville. They have two sweet cats, Esther (Momma Cat) and Mufasa (Muffy). When he’s not at work, Josh is an accomplished fitness instructor and also enjoys traveling with Britney.
