Josh is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from Georgetown University where he earned a BA in psychology and Pre-med Studies, as well as an Executive Certificate in Financial Planning. Josh is passionate about providing independent, objective advice to clients. He strives to help clients reach their financial goals every day by delivering holistic financial planning that integrates a client's plan and goals with investment management. He is continuously learning and attends ongoing professional conferences like the Financial Planning Association (FPA) annual conference to stay current on advanced planning techniques. Josh also attended the Berkshire Hathaway 2013 annual shareholder meeting in Omaha, Nebraska to hear legendary investors Warren Buffett and Charlie Munger speak. It was in speaking with Buffett's underling, Ted Weschler, that Josh decided to pursue the rigorous CFA® designation. Josh lives in Arlington, VA with his wife Kate, two sons Eli and Hank, and Golden Retriever, Hunter. When not working, Josh's favorite thing to do is to go the beach with his family.