Joshua D. Anspaugh CPFA™

As a 14 year veteran of the industry, Joshua has served both institutional and private clients.  He started his career in investment banking after graduating from University of North Carolina at Chapel Hill in 2008.  He is fully licensed and has expertise and focus in many valuable areas which will bring additional strength to our client base.  These include:

Investment Management 

Wealth Planning 

Risk Management & Hedging 

Investor Protections 

401Ks / Qualified Plans

Liquidity and Lending

Data Management

Business Efficiency