Meet Joshua

 

For Joshua, being a paraplanner means acting as a vital link between advisors and the operations team, ensuring a smooth and seamless experience for clients. His admiration for Carson Partners and the “client first” mission of Bain Wealth Management is clear, and he feels he hit the jackpot in joining the team. His commitment to using his skills for the benefit of others is evident, and he views his role as more of a calling to use his gifts and skills to help individuals and families thrive in their own lives and communities around them.

A graduate of George Fox University with a Bachelor of Science in financial planning, he is also a candidate for CFP® certification. He’s a passionate lifelong learner and is dedicated to expanding his knowledge of financial planning to provide top-notch service to clients and support his colleagues. His belief in the transformative power of financial planning extends beyond individual success to the positive impact it can have on families and communities.

In his free time, Joshua, and his wife, Madi enjoy spending time with friends and their church community. Joshua is an Eagle Scout and enjoys hiking, camping and road trips. A former lacrosse player and high school lacrosse official, he hopes to someday resume officiating. He hopes to grow his family and serve the Bain Wealth Management community for years to come.