"We strive to simplify our clients financial lives so they can focus on what really matters to them."


Team Lead, Operations and Client Service

Josh joined Callan Capital in December 2020 as a Client Service Associate, responsible for assisting clients with account paperwork, money movement, and trading.

Prior to joining Callan Capital, Josh worked as a Financial Services Representative for Fidelity Investments. He also holds a Bachelor of Science in Economics and Finance from Southern New Hampshire University.

Josh resides in Austin, TX and spends his time hiking, biking, kayaking and exploring the many local parks with his mini–Australian Shepherd, Cash.