In 2000, I entered the hallways of Wittenberg University as freshman with my eyes set on a computer science major. As a part of my core class curriculum, I took Economics 101. My curiosity about the topics and theory around the class began to escalate. I decided to take another economics class anchored to investment markets. My curiosity changed to a passion. I was absolutely hooked and I knew what I would do for the rest of my life.
In 2004, I began my career as a financial advisor and was able to take my passion to work every day but I was discouraged in the training program with my employer. I did my homework and found Edward Jones had the world class training I knew I needed to have the foundation for a long successful career. In conjunction with the training, their partnership structure and client first mentality, I knew I had found the best firm.
In 2006, I assumed responsibility for a branch office in Kettering. I began creating personalized investment strategies to help clients achieve their long-term goals. In 2008, I received my AAMS® professional designation to help solve more complex client needs. I was asked to serve as the Dayton Regional Leader in 2017. I believe my passion for my work, the ongoing education I receive, my love of helping others and our operating system tools allow me to identify, define and achieve my clients' goals.
Alongside me in partnership is my branch office administrator, Missy Murray. She has been working in the insurance and financial industry for over 20 years. Missy and I are dedicated to developing on-going relationships with goal-orientated clients to create, manage and transfer wealth for the benefit of their family.
My wonderful wife, Becki, and I have two high energy children, Jaxon and London, and our three dogs - Leo, Todd and Margo. We love spending time with our family, traveling, exercising and sports of all sorts. We currently reside in Washington Township.
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Employee Stock Options
- Portfolio Reviews
- Retirement Savings Strategies
My Personal Interests
- Personal Fitness
Office Address207 E Stroop Rd
Kettering, OH 45429
Phone NumberJosh Taylor at (937) 293-9692
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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