As President and Financial Advisor at Leonard Advisory Group, Josh is focused on developing an intentional vision with each client of an ideal retirement then providing guidance and solutions to help them meet that vision.
Josh first dipped his toes into the Financial Services industry to help Bill out in his newly established business while in Middle School and High School. His initial roles included pro envelope licker and wearing Dad’s old suits to help check in guests at public workshops. While attending Baldwin-Wallace University in Berea, Ohio he double majored in Finance and Political Science. Josh studied abroad at Hong Kong Baptist University, giving him insight into foreign markets and political structures.
Josh became a licensed financial services professional as an intern at Northwestern Mutual in Cleveland. During his internship he had several discussions about the industry with Bill and eventually decided to join the Leonard Advisory Group in August of 2011. Learn more here.
