Josh has been a member of Stephens Private Client Group since 2019 and been in the financial services industry since 2012. He joined Richard Sullivan as a junior partner and is a natural complement to their team. Josh says, “Our team’s goal is to deliver a positive impact to our clients we have the pleasure to work with and add value to their financial lives. We want our clients to feel comfortable and confident with us, through two way communication, as their financial consultants and to build relationships that span generations.”
Josh is supported by Jane Siefert, a registered client associate. With more than 30 years of administrative experience, Jane is a vital part of the team.
A North Carolina native, Josh volunteers at several Moving Day Events in the Carolinas for the Parkinson’s Foundation. Josh and his wife, Jessica, have two sons, Henry and Maverick. Most of his time away from the office is spent with his family and going on adventures with his two sons or visiting with his extended family. His hobbies include playing golf, going to any type of sporting event and watching a good movie with his wife.