Josh Gideon, MS, CFP®, CBEC®, serves as Senior Wealth Advisor and Manager of Business Development and Sales, helping clients navigate complex financial decisions while supporting the firm’s continued growth. His credentials reflect a strong foundation in financial planning, business owner planning, and comprehensive advisory work.
In his expanded role, Josh leads a growing group of client relationships with greater autonomy and senior-level ownership. His work reflects a strong commitment to client service, long-term relationship management, and thoughtful business development.