My Story

Josh coordinates the analysis and financial information side of our operation. He helps gather client data, manages our analysis and design software, keeps clients connected to our systems, and supports our financial professionals in delivering customized solutions for our clients. When The Lyon Group hired Josh in 2018, we gained a seasoned professional. Prior to joining The Lyon Group, Josh spent 7 years at another Investment Advisory firm. Overall, he has 13 over years of industry experience. He holds a bachelor’s degree in Business Administration from Bethel College

My Bio

Growing up in Northern Indiana, Josh learned to love 3 things: God, Family, and the Indiana Hoosiers. Sports played an important part in his life growing up, playing competitive tennis at the high and collegiate levels. He has learned many life lessons from a sport that is focused on individual performance but also plays a role in reaching a larger team goal.

At Bethel College, Josh met the love of his life, Monica. There, he played four years of varsity tennis and graduated with a degree in Business Administration.

He and Monica now live in Loveland with their three sons. They are actively involved in their church and youth sports in Loveland. When he is not working, you will likely find Josh cheering on one of his boys at the ice rink or soccer field. Any free time outside of that he loves to spend with family and friends doing something active -- kayaking, fishing, playing tennis, golf or sand volleyball.

Meet Josh