Josh's passion for finances led him to become a Financial Advisor with Waddell & Reed in 2007. Josh listens to clients to help them identify and plan for their financial goals. He offers advice and ideas in addition to recognizing and understanding risks. His objective is to help clients pursue their goals in an effective way based on their resources and risk tolerance will allow.
Josh attended college at Utah State University where he graduated with a Bachelor of science degree in education. He enjoys watching and playing basketball and golf.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18