Josh Shelton, CFP®
Financial Associate
As a Financial Associate, Josh partners with individuals and families to help them make informed financial decisions and pursue their long-term goals with confidence. By taking the time to understand each client’s unique priorities and aspirations, he develops personalized strategies and recommendations designed to provide clarity, direction, and peace of mind through every stage of life and retirement. Josh earned a Bachelor of Science in Finance with a concentration in Financial Services from Kansas State University and holds the CFP® designation.
Josh’s favorite part of his role is getting to know clients on a personal level and understanding what matters most to them. He finds it especially rewarding to be part of clients’ major life milestones and to celebrate those moments with them. Outside of work, Josh enjoys golfing, playing the guitar, and collecting watches as an avid watch enthusiast.