Our People
Portfolio manager working primarily with private clients and trust clients and a member of the Wealth Planning Group
Joined the organization in 2021 after serving with American Century Investments as a business retirement specialist, assisting small business owners with retirement solutions for themselves and their employees. Prior to joining, Josh served as an investment representative guiding clients in building balanced portfolios to achieve retirement goals.
BBA in Finance, Harding University
CERTIFIED FINANCIAL PLANNER® (CFP®)
American Cancer Society Hope Lodge, Volunteer
President and Chief Executive Officer
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Portfolio Manager, Wealth Strategist
Senior Vice President, Chief Investment Officer, Fixed Income
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Head of Business Administration
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation
Vice President, Portfolio Manager
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Compliance Officer
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Trader
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Equity Trader
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Investment Analyst
Senior Vice President, Chief Investment Officer, Core Equity
Senior Vice President, Investment Operations
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Vice President, Trading
