In times of uncertainty, Financial Advisors provide more value than you think. Listen to Josh Oller from our Madison, MS office explain during this mini-episode.
Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit's Madison, MS branch office. Josh completed the CFP® certification in October of 2021. He spends time with Chris in an advisory role and is also part of Summit's financial planning department.
Josh is a graduate of Mississippi State University where he obtained both a Bachelor’s and Master’s degree in Business Administration all while competing for the MSU golf team. Josh began his career in the banking industry in 2012, and eventually found his niche in the credit department of the bank where he became the VP of Credit Administration. In this role, Josh was able to learn the many aspects of corporate finance, taxation, and business cash flow.
Josh later realized that his real passion was working with people. He wanted a career that helped people reach their goals and is excited to help our team assist clients with navigating the bumpy road to the lifestyle they seek.
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