Josh RobertsCPA, CFP®
Josh grew up in Tyler and after graduating from Baylor with a degree in financial planning, moved back to Tyler to pursue a master’s degree in accounting at UT Tyler and a career in financial planning. He enjoys all sports and outdoor activities, learning and trying new things, serving in the youth and children's ministries at South Spring Baptist Church, and is a big fan of Baylor and UT Tyler athletics. He is currently serving on the Bethesda Health Clinic board of firstname.lastname@example.org
Josh is a Registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC.