Josh is a seasoned tax advisor who partners with entrepreneurs and high-net-worth families to navigate complex tax matters and multigenerational wealth planning. A respected leader within the firm, he currently serves as the West Region Tax Practice Leader, following 14 years as leader of the Phoenix tax practice. Josh also previously served on the executive committee of the Eide Bailly National Tax Office.

Working with Josh means partnering with a trusted advisor who is deeply invested in your goals and proactive in helping you manage risk in an ever-changing tax environment. He works diligently to ensure his clients are well-positioned, informed, and confident in the strategies they pursue. Josh's focus is on providing thoughtful, forward-looking advice that helps clients protect and grow their wealth while maintaining peace of mind.

When he's not advising clients, Josh is a proud ice hockey nut who coaches youth hockey and travels the country to watch his sons play at hockey tournaments. When not recovering from an injury sustained in men's league hockey, he keeps active as a runner, cyclist and triathlete.