Private Wealth Advisor


Josh is a Private Wealth Advisor for AWM. Josh prioritizes providing clients with the tools and resources to expand their influence, whether they are an athlete or business owner. As a trusted advisor in all facets of life, his goal is to expand a client’s positive influence on others and in their respective communities.

Prior to AWM, Josh worked four years at KPMG LLP as a lead Senior Auditor, specializing in the audits of financial statements of public companies and initial public offerings.

Josh earned a Masters of Accounting from Arizona State University (ASU). While at ASU, Josh was a four year letter earner for the baseball team and was the captain his senior year.

Josh lives in Tempe, Arizona, with his wife Kelsey their three boys, James Tobias, Samuel Theo, and Josiah Caleb. Josh is passionate about craft beer, fly fishing and wood working.

Advanced Designations & Certifications
Certified Financial Planner (CFP®) – To be added in 3 weeks
Certified Public Accountant (CPA)

ASU– Masters of Accounting
ASU – B.S. Accountancy

Erik Averill