Josh earned his bachelor’s degree in Personal Financial Planning from Utah Valley University and is a CFP® Professional and Wealth Advisor at Capita, where he joined the team in 2018. He finds great joy in meeting new people, hearing their stories, and helping them develop strategies to accomplish their financial goals.
Outside of work, Josh enjoys spending time with his kids, playing sports, traveling, and seeking out new adventures and experiences. He has visited all 50 states and hopes to continue exploring countries around the world.
Meet with an Advisor