Joshua Colwill, CFP®

Joshua’s breadth of experience in financial planning—including risk management, investment planning, retirement planning, and tax planning—has provided him with a robust foundation of knowledge to aid his clients. He began his career as a client relationship consultant for a national bank, later moving to a major mutual organization where he held both field-facing and corporate office positions.

Joshua holds a Certified Financial Planner® certification and an Ohio Life and Health insurance license. He is a graduate of Ohio State University, where he received a Bachelor of Science in Consumer and Family Financial Services. He enjoys Buckeye football games and time spent with friends and family, especially his dog, Jahla.