Josh enjoys working with clients through the financial planning process, assisting them on the path to Economic Freedom™ . Prior to joining Mercer Advisors in 2021, he was a registered representative and financial advisor at Equitable Advisors. Josh graduated from the University of Colorado Leeds School of Business, earning a bachelor of science in business administration degree with an emphasis in personal financial planning. He’s a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 66 license. In his free time, Josh enjoys heading to the mountains to ski and hike.
Boulder
2595 Canyon Boulevard Suite 320 Boulder, Colorado 80302