wealth management services

Our clients are our greatest assets
8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040


As a Wealth Advisor, Josh provides comprehensive financial planning for clients. He enjoys getting to know individuals and families so he can give specific, meaningful advice. He believes in being a fiduciary and doing what is in the best interest of clients.  

Josh was born and raised in Kendallville, IN. He graduated from Purdue University in 2014 with Bachelor’s Degrees in both Financial Planning and Psychology, plus minors in Management and History. While at Purdue, Josh worked as an intern for a financial planning firm. After graduating, he began his career in Fort Wayne, IN with a fee-only registered investment advisor before relocating to Indianapolis and joining WealthPoint in April 2016.

Outside of work, Josh is a member of the Young Professionals of Central Indiana, and Agave, the young professional board of the Eiteljorg Museum. Josh was also involved with the Indiana Association of Student Councils (IASC) for over 5 years and served as a counselor at IASC’s high school leadership camp.  

In his spare time, Josh enjoys traveling, having visited various cities and countries since graduating college. He is also an avid sports fan, especially when it comes to his Boilermakers. Josh lives in downtown Indianapolis, where he spends time exploring the city.

Josh can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it..