With over 20 years of experience in the financial industry, Josh is dedicated to helping his clients meet their financial needs. His passion is helping investors build and manage wealth while guiding them in the pursuit of their financial goals. No matter the objective, he can use his depth of knowledge and experience to help. After spending 14 years at JPMorgan Chase as a Private Client Advisor, Josh moved his business to Wells Fargo Advisors PCG in 2017. Since joining Wells he has been recognized as a Premier Advisor, a distinction held by a select group of Financial Advisors within WFA as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. In 2019, Josh earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. In 2021, he achieved his RICP® (Retirement Income Certified Professional) designation with The American College of Financial Services. The achievement of this designation is designed to illustrate the ability to understand, choose, and execute a sustainable retirement income strategy. Combining his love for football and investments seemed only fitting for Josh when he became an NFLPA Registered Player Financial Advisor in 2020.* In 2022, Josh attained his Sports & Entertainment, Accredited Wealth Management Advisor™ (SE-AWMA™) through The College of Financial Planning. This program is a first-of-its kind professional designation designed to provide advisors with the training and knowledge to help high-net worth clients grow, preserve and transfer their wealth. An Ohio native, Josh and his wife, Jana, reside in Powell. They have three children, Silas, Samson, and Scarlett. Spending time with their young family is the top priority for Josh and Jana. Their children are actively involved in many sports and love spending time at the zoo. As a family, they believe in giving back to their community, and Josh was recently a candidate in Real Men Wear Pink, helping to fight breast cancer. The Woodby family also supports Pelatonia and the Alzheimer’s Foundation of America. In his additional free time, Josh is enthusiastic about watching, coaching, and playing sports, working out, and spending time with his family.