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Joshua Counts
Wealth Advisor

 

Persistence, commitment, and enthusiasm. These are the three words that can best describe Joshua Counts. 

Joshua joined Trilogy in May, 2016 as the first step in a life-long goal of becoming a trusted financial advisor. In the time since, he quickly moved through the rigorous associate training program and operations team before joining the wealth advisory group lead by Nathan Brown and Matthew Phillips.

“Developing a financial plan is only part of the process… Follow-through, discipline, and integrity are how goals are achieved.”

Joshua possesses the heart of a teacher blended with the passion of a coach, instilled in him by his grandfather and uncle, both financial industry professionals. He has a strong commitment to financial literacy, particularly as individuals and families are creating the goals that will shape their finances for years to come. His commitment to clear, honest communication along with an insatiable appetite for learning are what made his addition to the wealth advisory group such a unique fit. Ultimately, Joshua already is and will be will be the lead service advisor for many of the team’s clients.

Originally from Orange County, Joshua now resides in west Corona. He enjoys playing pick-up basketball, golf, and most of all, reading at his favorite spot in Laguna Beach.

 

MEET JOSHUA'S TEAM MEMBERS
NATHAN BROWN 
VICE PRESIDENT OF WEALTH PLANNING 

MATTHEW PHILLIPS 
WEALTH ADVISOR 
 
 
CALL JOSHUA DIRECT AT
(951) 738-1100 ext. 6101
  Fiduciary Services
  Strategic Partners

ASK JOSHUA A QUESTION

 

 
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