Josh is a fee-based Holistic Planner, Certified Financial Fiduciary®, and National Social Security Advisor certificate holder.
Josh has nearly 15 years of experience in financial services with some of the world’s largest financial institutions. Prior to joining The Chamberlin Group, Josh was a Vice President at State Street Global Advisors, and Goldman Sachs, with his principal duties being to educate and deliver presentations on the financial markets to some of the largest and most sophisticated financial institutions in the Midwest. He has been a speaker at hundreds of events around the country.
Josh enjoys working directly with his clients as a Holistic Planner and this is where his greatest passion for helping others can be demonstrated daily.
Josh is a graduate from Principia College along with his wife, Heidi. They live in Chesterfield, Missouri with their three children, and their dog, Shilah. Josh enjoys being outdoors as much as possible, often fishing, hiking, and visiting the beautiful National Parks around our great country.
Certified Financial Fiduciary®
National Social Security Advisor
