Prior to co-founding Fern Financial, Josh spent five years with a Los Angeles-based wealth management firm, where he headed the company’s advanced planning practices. While there, he helped develop the division of the company focused on advising professional athletes. As the lead of the advanced planning group, he provided solutions and recommendations to high-net-worth individuals from different professional careers and backgrounds. Josh started his education at the University of Kansas where he played on the men’s basketball team. He completed his education at Utah Valley University earning his bachelor's degree in Personal Financial Planning. Josh followed up his degree by becoming a Certified Financial Planner™. Josh lives with his wife and two daughters in Mesa, Arizona.