
BIOGRAPHY
Joshua serves as a Client Services Support team member for Pure Financial. He started his career in Customer Service in 2012, maintaining client accounts, and processing client transactions. More recently working with Fidelity Workplace Retirement ensuring client experience and understanding of processes. In this role, Joshua assisted clients with understanding their employer’s retirement plan to ensure they are set up for retirement. With a love for client services, Joshua aims to provide exceptional support and streamline processes for clients and colleagues.
In his free time, Joshua enjoys gardening, spending time with friends and family, and finding new restaurants. Having relocated from Nebraska, he enjoys the sun and beaches with his dog.