Meet Josh

The family - at Dallas Arboretum.

Brief meeting:
Husband, father, and kid at heart. Have an undergrad and graduate degree in accounting from Texas A&M University and many years of experience in accounting, commercial real estate, and personal investment management…but am still learning every single day. Passionate about helping others with money and investing. Believe that everyone should be treated like friends and family. 


Not so brief meeting:
After graduating, I did what any good graduate would do - got a safe, nice, well paid job with Deloitte. My time there was great actually. Learned a ton in a very short amount of time, traveled a lot of the U.S., and met a lot of very cool people. Eventually the travel started to become less enjoyable and time with my bride at home became more valuable. I won't bore you with all the moves, but I spent time in commercial real estate investment/management, commercial brokerage, and some additional public auditing thrown in for good measure. 


Throughout these experiences, I never quite felt at home...rather had the sense that I was on an experience building journey. 


My love for the stock market began early, and my passion really started to get fueled my sophomore year in college. The biotech bubble was in its early days, and I spent more time watching CNBC and FoxBusiness than attending class (maybe not, but maybe so?). My uncle helped get me started with some seed capital and some stock ideas, and I was off! Watching the market runs was pretty darn exciting, and it was real money I was making! I seriously thought I could just play this game and do well enough to retire by the time I graduated. I mean this was just too easy. Warren Buffett...shoot, here comes Josh Womack, or so I thought. 


Then, before I knew what happened, the bubble burst. Those lofty account balances plummeted, lower, lower, and lower - until they were below the value that I started with! It was an absolutely fantastic lesson to learn very early on. It taught me a lot about investing and myself. Though that was a tough experience, my passion for the market and investing in general only grew over the years. 


Fast forward to present time. At last, my journey begins to come together in a way that is beyond what I could have planned. After meeting one of the top investment managers and planners in Dallas, I sent him an email, proposing a business structure of sorts - something that would allow me to grow a business as I saw fit, but would allow my clients full access to him and all his firm had to offer. It would also allow me to work with and learn from one of the best. To my amazement, we were able to work out something that accomplished that, and I am still so very grateful for that opportunity. 


Being able to wake up knowing that you are genuinely helping people and doing so in an open, honest, transparent way is simply amazing. I love that I can sit on the same side of the table as my clients, financially speaking. In basic terms, this means that I don't have any products to sell, commissioned products to push, or any trading fees to make. And, because we are registered investment advisors, we have access to institutional funds that most people simply don't. Ok, this is starting to sound like a commercial, so I'll cut it off here. 


So glad you stopped by, and I hope you can learn a thing or two from the blog. If you have any questions or comments, I would love to hear them! 


Josh