Chief Executive Officer

Lake Point’s leader joined our team in November of 2019, but he’s not your typical financial executive. Joshua grew up humbly in rural Alabama, in a county known for having a 26% high school dropout rate and among the state’s highest poverty rates. He quietly worked long hours on a nearby farm and at his father’s junkyard, where he learned grit and the value of hard work. Despising not the days of small beginnings (Zechariah 4:10), Joshua went on to honor his family and faith during the graduation speech he gave on the day he became the first Ivy League graduate in his county’s history.

Joshua has been ranked by Forbes as one of the top advisors in Texas and one of the top “Next Generation” wealth advisors in America. Speaking regularly at top advisor and family office conferences nationally, he has come a long way since growing up the son of a minister on a farm in rural Alabama.

As a senior member of the investment committee, Joshua leans on his prior experience as the Chief Investment Officer of a firm he led to their first national-rankings in Forbes, the Financial Times, etc. He is a Chartered Market Technician® (CMT) credential holder, an Accredited Investment Fiduciary® (AIF) credential holder, and specializes in the use of technical analysis and advanced risk management techniques.

Earlier in his career, Joshua earned accolades at TD Ameritrade, where he served in a variety of roles including manager, responsible for over $2B in assets. He also led the national training and development program for all of TDA’s new advisors and managers and won a national coaching award. Known as a talented public speaker since giving his graduation speech at Brown University, Joshua was leveraged by TDA to teach skills classes to its entire advisor force and travel the country extensively to represent the firm. He taught on stage in front of thousands of beginning and intermediate investors, and also educated sophisticated investors who paid to learn trading and charting techniques from him.

Joshua earned a B.A. from Brown University, an M.S. from Salve Regia University, and is a PhD candidate at Oklahoma State University with a research interest in Behavioral Finance & Economics. In his free time, he enjoys playing guitar and singing, sports with family, taking his Beagle puppy, Pippa to the park and struggling at golf.