Josh is the Regional Director and Wealth Advisor for Curi Capital in the Atlanta and Georgia Markets. Using a holistic approach to wealth management with a foundation in financial planning to understand his client’s goals, Josh partners with clients to develop personalized investment management plans or retirement plan services for businesses.

With over 20 years of experience in the financial services industry, Josh most recently worked as a Client Advisor with Ameris Bank Wealth Management in Atlanta for 6 and a half years.

He earned a BS in Business Administration with a focus in finance from the University of South Alabama and completed the Executive Program for Financial Planning with Distinction from the University of Georgia.