Josh oversees all financial operations at Springline Advisory, ensuring the firm’s fiscal health and aligning financial strategy with business goals. He plays a critical role in budgeting, forecasting, and financial planning to drive the firm’s growth and profitability.
What excited you about joining Springline?
I joined to be part of a leadership team led by a dynamic CEO and to serve as a founding member of this team as we help build the preeminent middle market accounting and business advisory firm in the nation. In addition, I wanted to work with a PE firm (Trinity Hunt Partners) with a sterling reputation that specializes in the professional services industry and is recognized for their values-driven culture.
Aside from family and friends, what’s one thing you can’t live without?
There are a few things starting with golf, the beach, and Peloton.
What’s something about you that most people at work don’t know?
Most people may not know that I married my high school sweetheart. I’m also afraid of heights!
Describe what Scale + Soul means to you.
I view it as not sacrificing your core values and safeguarding culture as you grow. It means growing in a way that continues to create rewarding career opportunities for all employees.
What unique perspective do you bring to Springline?
I provide a measured approach to decision making. Understanding that profits are important, but it must be balanced with its impact on our people and clients.
What’s your vision for Springline in the next five and/or 20 years?
Springline will be a premier, national middle market firm viewed as an industry leader and an ideal landing spot for top talent.