MSCTA, CTC, MBA

Josh is a Chartered Tax Consultant, Main Street Certified Tax Advisor, Fiduciary 65 Investment Advisor, & Certified Business Mentor with an MBA— bridging the strategy gaps across taxes, investments and operations for small business owners. His early career in elite military service gave me servant leadership, integrity, and military-grade strategic thinking. He has built companies, raised venture capital, and spent the last two decades steering how businesses, and the people who run them—move financially and operationally. Josh gained global perspective through his time spent in over 40 countries across five continents. In his spare time, he has cave dived in remote regions, climbed harsh terrain, or decompressed on long motorbike rides.

These days, peace looks like shared adventures with friends, time with family, or helping others on their journey. As someone who values experiences above all else, Josh knows that having things truly taken care of—without second-guessing—is what unlocks more of life’s best moments. He does this work to help business owners reclaim their most limited resource: time— time to think, time to build, and time to focus on what truly counts. Josh simplifies chaos— bridging the gaps between tax strategy, investment advice, and day-to-day operations, the three crucial areas that often don’t interact.

Josh does this through delivering real tax strategies, clear financial structure, and operational clarity—year-round. That clarity starts by architecting a tax-driven blueprint that leverages the tax code to protect profits, reduce drag, and align each owner’s goals and values with their life balance sheet. He then applies first-principle thinking and third-order decision-making to cut through the noise and bring the each part together into one actionable path. The result: everything works together, and no decision is made in isolation. As his clients’ quarterback, Josh keeps taxes, investments, and operations working in sync so they can focus fully on what matters most.