Investment & Planning

Josh is a California native, born and raised in the Bay Area just south of San Francisco. After high school, he headed north to Seattle to attend the University of Washington, where he was a three-time captain and pitcher for the UW baseball team.

After graduating with a bachelor’s degree in political economy, Josh remained in Seattle to launch his wealth management career as an advisor at Merrill Lynch before returning to Southern California with his wife to be closer to family. He eventually made his way to Westmount, where he was drawn toward the firm’s company culture and unique approach to client service.

As a Senior Associate, Josh is passionate about educating and guiding his clients through the various phases of their financial lives. He works closely with advisors and their clients, assisting with trading, portfolio management, financial planning, and client service.

Outside the office, Josh is an avid golfer and serves on the UW Tyee Board, which provides support, guidance and other resources to the UW athletic department and its student-athletes. He also loves to explore the diversity and breadth of Southern California’s food and restaurant scene.