Joined Curi Capital
October 2021
Education
- BS in Business Administration, St. Louis University
Accreditations
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Moneta Group Investment Advisors, Client Service Manager
- Stifel Nicolaus, Equity Research Intern
- Brown & James, P.C., Marketing Clerk
Bio
For Josh, financial planning is about more than just numbers—it’s about providing the clarity and confidence his clients need to enjoy their lives today while working towards securing their legacy for tomorrow. Since joining Curi Capital five years ago, Josh has specialized in helping families navigate the “puzzles” of wealth, with a deep focus on tax optimization, retirement readiness, and sophisticated estate planning. Josh believes everyone has limited resources when it comes to time, money, or both, and he works to help clients align their intentions with their time and their money to what matters most to them.
A graduate of Saint Louis University, Josh holds several designations, including Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Divorce Financial Analyst® (CDFA®). This foundation allows him to serve as a true advocate for his clients, particularly when implementing strategies that align a family’s financial goals with their personal values.
Josh’s approach is rooted in the same values of stewardship and growth that he brings to his own home. When he is not in the office, he is almost certainly outdoors with his wife and child. Whether they are gardening, fishing, or hiking a new trail, Josh finds his greatest joy in simple, meaningful moments of connection—the very same moments for which he helps his clients plan.