A few personal notes...
I graduated from Oklahoma Christian University in Edmond, OK with a bachelor's in business administration. Upon graduation, I began working for Paycom as an account manager. Throughout my almost five years at Paycom, I performed a variety of roles, including starting a consulting division that serves as an on-site, adaptable resource for our largest clients. My last year was spent in Dallas as the operations manager for our second headquarters.
Since returning back to Oklahoma City (2019), I have married the love of my life, Holly. She is a nurse at Lakeside Women's Hospital and I'm so proud of her! In our leisure time, we enjoy exploring new restaurants in OKC and being active with our dog, Bennett. Additional hobbies include cycling, golf and smoking BBQ ribs!
A few professional notes…
My first job was in Lititz, PA where I ran the bookkeeping for a local consignment shop that my mother frequented. I was 12 years old (no joke!) when I started; I loved learning about the business and unique challenges that I could help the owner solve. It was in those days that my love for numbers began.
Fast forward to today – I get to apply that same love into my everyday work. My passion is to partner alongside individuals and families to help organize, grow and protect their long-term wealth. I consider myself fortunate to be backed by a firm that equips me to consistently put my clients first through this process.
I desire for my clients to be active in the financial strategies we build; it is important to me that each individual walks out of my office with confidence and commitment in the solutions we have prepared. In return, you can expect honesty, encouragement and a lifelong partner in helping you accomplish what's most important to you. My Branch Office Administrator, Celina, and I hope to become trusted partners and lifelong friends to every person that walks through our door.
Celina and I look forward to meeting you at the branch soon.
- Retirement Savings Strategies
- New Investors
- Charitable Giving
- Socially Conscious Investing
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
- Community Outreach
Mailing Address543 E S.H. 152 Suite 103
Mustang, OK 73064
Phone NumberJosh Roche at (405) 376-2207
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