Josh leads FormulaFolio Investment’s financial planning department. He graduated from Calvin College in Grand Rapids, Michigan, with a degree in finance and joined FormulaFolios shortly after. Since then, Josh has worked on obtaining his CERTIFIED FINANCIAL PLANNER™ certification and is currently studying for the final examination.
Josh is experienced at finding financial solutions based on each client’s individual circumstances and implementing them into well-developed financial plans. He lives in West Michigan with his wife and their golden retriever, Wesley. In his free time, he enjoys golf, woodworking, and water sports.