Josh has helped clients plan for financial independence for nearly two decades. He started his career with TD Waterhouse/Ameritrade in 2006. In 2009 he and Andrew Runnion each began building a practice of their own, and they quickly realized it was more fun to build something together. That partnership grew into Anchor Financial Partners, which they founded in 2020. Josh works with high-net-worth individuals and families across many industries, and he focuses on lasting relationships built around what matters most to each client and why. To Josh, a good plan goes beyond the math and helps clients do the things that matter most to them. He holds the CERTIFIED FINANCIAL PLANNER® certification.
Josh and Rachel have been married for nearly 25 years and have five children. Their oldest is in college in Tennessee, the next is a high school senior and the youngest three are in grade school, so soccer fills a lot of their weekends. They love the beach and the mountains, time with family and friends, and cheering on Atlanta United whenever they can.