Joshua is the newest member of the Operations Team and an aspiring financial advisor. He obtained his bachelor’s degree in finance with an emphasis on Financial Planning from the University of Colorado-Boulder’s Leeds School of Business. His studies centered around retirement planning, saving for education, and creating comfort in the everchanging world of finance. Prior to joining the team at A&I Financial Services, Joshua was working as a swim teacher for all ages at the Ocean First Swim School in Boulder, Colorado.
Joshua was born and raised in Denver, Colorado and has grown to love every detail of the state. He likes to take advantage of all that Colorado offers through sailing, skiing, and riding his motorcycle. Josh teaches swim classes every Sunday due to his love of creating comfort and clarity in areas of uncertainty.