Josh joined Gordon Asset Management in 2019 and graduated from Coastal Carolina University with a bachelor’s degree in Finance and a concentration in wealth management. While attending Coastal Carolina University, Josh was a member of the football team where he played quarterback. Josh serves on the personal wealth management team, working directly with clients as a servicing advisor. In addition to servicing clients, Josh helps work through the day to day operations of the firm.
Josh obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2021. He is also licensed in Life, Accident & Health and Long-Term Care Insurance.
Josh resides in Chapel Hill, NC along with his wife, Kelsey. In his spare time, Josh enjoys spending time with family and friends, going to Orange Theory, and the occasional weekend getaway.