Joshua currently holds the Certified Public Accountant (CPA), Registered Financial Consultant (RFC), Accredited Asset Management Specialist (AAMS), Certified Mutual Fund Counselor (CMFC), and the Certified Long-Term Care (CLTC) designations along with his FINRA and various state insurance licenses. He was born and raised in Washington, a proud Army Infantry Veteran, and educated at the University of Washington as well as Purdue.