Josh serves as an Advisor Assistant, supporting the advisory team with day-to-day operations and administrative tasks that contribute to a positive client experience. He is known for his strong work ethic, professionalism, and approachable communication style.

Committed to TAG’s core values, Josh takes pride in providing reliable support and helping ensure daily processes run smoothly. He enjoys being part of a collaborative team and contributing to an organized, welcoming environment for both advisors and clients.