Josh, his wife Erin, and their three children live in Carmel, IN. Josh enjoys traveling and spending time outdoors with his family, exercising, golf, fishing, and handyman work around the house.
Josh is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor℠ (CRPC®) who began his career in the Financial Services industry in 1998. In prior years he has worked for Merrill Lynch, Lincoln Financial Advisors, and Ameriprise (formerly American Express Financial Advisors).
In 2009 Josh moved his practice to LPL Financial thus starting his independent planning firm, now known as Corwin & Company.
Josh graduated from Taylor University in 1998 where he received a Bachelor of Science degree in Business Systems with a concentration in Finance and a Minor in Economics. He speaks at universities helping seniors prepare for making wise financial decisions upon graduation and has taught CFP® preparatory classes to financial professionals seeking the designation. He also sits on the Finance Committee for Taylor University and is the President of his neighborhood’s HOA.