Facts about Will
Q. Favorite Vacation?
A. Honeymoon in Hawaii
Q. Favorite Book?
A. Harry Potter Series
Q. Favorite Family Tradition?
A. Taking a vacation over Thanksgiving break
Q. Unique Skill?
A. Can solve a Rubik’s Cube
Josh is an experienced CPA recognized for combining technical expertise with practical, business-focused solutions. He began his career in public accounting, where he built a strong foundation in tax, accounting, and advisory services across a diverse range of industries. By joining the Financial Designs accounting team, Josh brings extensive experience in financial management, compliance, and reporting, enabling him to provide physicians with strategic financial guidance and a well-rounded perspective tailored to their unique needs.
Committed to excellence both professionally and personally, Josh values maintaining a healthy work-life balance. An avid triathlete, he embraces the discipline, perseverance, and dedication required for training and competition—qualities that also define his approach to serving clients.
“Success is the sum of small efforts, repeated day in and day out.” – Robert Collier
Outside of work, Josh enjoys spending quality time with family and friends and especially cherishes the opportunity to watch his son play soccer. He believes that true success is measured not only by professional achievement but also by the meaningful relationships and experiences that enrich life.
² – These individuals are not affiliated with Cambridge and do not offer securities or advisory services.
Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration, and not all of the securities, products, and services mentioned are available in every state or jurisdiction.
Advisory services available in all 50 states upon request.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Financial Designs, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, sites, information and programs made available through this site.
Financial Designs, Inc.
11225 College Blvd., Suite 300
Overland Park, KS 66210
Toll free: 888-898-3627 (voice call only)
Local: 913-451-4747 (voice call only)
Fax: 913-451-8191
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