WHAT DOES JOSH DO?
Every day, I find myself inspired. I assist our clients in preparing their futures and share in this task with our Branch Office Administrator, Cathy Roderick--a tireless advocate for those with whom we do business. We're fortunate to be able to serve Dahlonega, GA and the surrounding areas. We are always eager to see new faces and make new friends.

WHY IS JOSH AT EDWARD JONES?
I've been a member of the Edward Jones family for over 13 years - 10 of those as a client. In 2017, I joined the Edward Jones team for two reasons:
-I was drawn to the culture and environment Edward Jones creates for their clients.
-I believe the amount of personalized care and attention given to each client is unsurpassed in our industry.

HOW DOES JOSH WORK?
As an Edward Jones financial advisor, I believe it's important for us to carefully consider your goals before we invest any of your hard-earned money. We use an established process to help guide our efforts in constructing your personalized strategy. At the end of the day, our task is far more important than finding a great stock, fund, ETF or bond--it's building and refining a strategy to reach your goals despite the financial variables that exist for all of us.

WHO IS JOSH?
My wife Lauren, and I reside in the North Forsyth area with our two children, Luca and Lilia. We spend most of our time outdoors and with family and friends from Atlanta to Dahlonega.
We instill in our children certain values:
-Treat all people with kindness and respect.
-Teach the value of saving, investing and most importantly, gratitude for what you have.
-Be attentive to the needs of others and never be afraid to show people you care about them.

HOW CAN JOSH HELP ME?
In any way I can. I welcome the opportunity to learn about you and your family's financial priorities. It all starts with a conversation. Let's start now...

Call, text, or email me anytime:
m: 770-241-8130
e: [email protected]

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Technology
  • Active Lifestyle
  • Gardening

Office Information

Mailing Address

Po Box 217 Dahlonega, GA 30533

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu Closed for Holiday
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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