Josh has been around Rotary during his professional career but have never been a member. After moving to Dunwoody in April 2019 and becoming an “empty-nester,” he really wanted to get involved, serve his community, and meet more of his community neighbors. He has definitely found all of this in RCD since joining in August 2019.
Josh is originally from the small farm town of Caro, located in the “Thumb” of Michigan. Josh married his high school sweet heart, Laura. They will be married 27 years in April. Josh and Laura have two daughters; Maggie (19) who is finishing her first year at Georgia Southern University and Morgan (25) who is a family law attorney in Raleigh, NC.
After getting married in 1993, Josh and Laura moved to Colorado Springs where Josh served three years in the US Army. He spent the next nine years in Raleigh, North Carolina where he earned his bachelor’s degree in accounting from NC State University, started work in public accounting, and earned his CPA license in 2000. A job transfer with a regional CPA firm brought him to the Atlanta area in 2002. Josh became a partner with an Alpharetta CPA firm that also did financial planning and earned his CFP® in 2009.
Josh continued to work in public accounting until October 2018 when he transition to a full time wealth advisor with Capital Directions an independent RIA. He considers himself a CPA who does financial planning. He prefers to describe what he does as a retirement income planner. He works with his clients to make sure they never run out of money in retirement.