Do you fall into one of these situations?
If so, you are in good company and we can help.
Had a Major Life Event?
Unsure About Your Advisor?
Wondering About Fees?
Need a Financial Plan?
About Financial Advisor Josh Morales
Josh grew up in a working class family in Kansas City, working through high school and college to help pay for his Jesuit education at Rockhurst. After graduating, he spent 12 years in the non-profit sector in organizational leadership and finance, most recently as an Executive Director for the Boy Scouts of America. Josh has served as a fiduciary, financial planner for 3 years and is mission driven to help those who work hard to achieve success.
Josh met his wife Sarah 20 years ago while working as a lifeguard at the local YMCA. Sarah is an educator and math coordinator, tasked with helping fellow teachers convey mathematical concepts to students more productively. Together, they are very busy with their 2 teenage daughters who are actively involved in volleyball, drama and competitive dance.
Because we're an independent advisor and manager, we provide fiduciary protection. We work in the best interest of our clients.
Risk Management & Insurance - Missouri State University
Certifications and licenses
Connect with an advisor serving your area
Office: (913) 498-8898 Cell: (816) 203-0854 Cell 2: (913) 845-7510
4811 W. 136th Street Leawood, KS 66224