The Time is Now
Revolutionizing the Industry
While working as a Financial Advisor at Merrill Lynch and Morgan Stanley, Josh developed a vision of how financial planning could be done better.
During his first class of his Masters of Quantitative Finance at Oklahoma State University, Computational Finance, Josh saw a roadmap of how to turn his vision into reality.
In 2020, Josh founded Future U Financial with a simple mission: to empower people to take control of their financial future. Too often, traditional financial advisors rely on jargon, vague advice, and confusing products. Future U was built to change that—by providing transparent guidance and practical tools that help make every retirement dollar count.
When off duty Josh enjoys spending time at the lake with is family, and teaching finance as a adjunct professor at Oklahoma State University.
