Josh joined True North in 2024 as an Associate Wealth Manager. He is committed to helping his clients achieve their financial goals by providing superior and detail-oriented service and helping to provide custom-tailored solutions.

Prior to joining True North, Josh worked at Hilltop Securities as a Senior Wealth Management Associate, where he supported their network of advisors and the financial planning consulting team.

The firm’s mission is Fulfilling Lives ™, and Josh encapsulates this by always striving to put others first and being resolute in accomplishing the task at hand.

Josh is a graduate of Dallas Baptist University where he received his Bachelor of Business Administration in Finance and is a CERTIFIED FINANCIAL PLANNER™ (CFP).

Outside of the office, he enjoys all things outdoors, local sports, reading, live music, movies, and spending time with his wife, Kate.