Since starting in the financial industry in 2007, Josh has developed a deep expertise in helping individuals and corporations grow and protect their wealth. As Wealth Advisor and Managing
Partner of DKB Financial, he brings both strategic leadership and hands-on client focus to everything he does. Josh specializes in comprehensive financial planning, with a particular emphasis on tax planning and estate maximization. He is committed to building tailored strategies that help clients achieve their long-term financial goals with confidence.
