I am the Senior Vice President of Operations & Development at United Wealth Advisors Group, where I have the privilege of coordinating the operational elements of our firms at an enterprise level. My role involves advisor relationship management, firm-level resource coordination, vendor relation management, advisor education, and technology infrastructure.
With over 10 years of experience in the financial services industry, I started my career as a financial advisor with Ameritas Wealth Advisors before transitioning to Internal Sales for Orion Advisors Services. I then joined Mutual of Omaha Advisors, where I created and facilitated sales training programs and eventually led my own team of advisors. Academically, I have a Bachelor of Science from the University of Nebraska at Lincoln and recently obtained my MBA from the University of Nebraska at Omaha.
I find immense joy in helping others build the vision they see for their business. I am excited by the prospect of turning a jumble of good ideas into a plan for success. I love connecting others to the resources they need and facilitating opportunities for them to share their ideas and learn together. I believe that our greatest value lies in our commitment to the community of advisors we serve.
Originally from small-town Nebraska, I’ve found my home in Denver, CO. I am married to my partner of 15 years, and we share our home with two dogs and three cats. In my free time, I am constantly exploring new hobbies and personal passions. I participate in various fitness races and activities throughout the year. We love hiking and traveling together. When indoors, you'll find me reading a novel, playing video games, or listening to a good record.
Josh is registered in an administrative capacity with AIC.