Josh Gross
Josh grew up in Sachse, Tx and still lives within 15 minutes of his childhood home. He takes great pride in his community and serving his Texas neighbors. As a finance major at the University of North Texas, Mr. Gross fueled his market curiosity that had begun as a teen. After college, he joined Fidelity Investments as a licensed representative, but felt he wasn’t making the impact on people’s financial lives that he’d imagined. Josh decided to take his life in a different direction to satisfy his passion for inspiration and left Fidelity to teach personal finance and coach high school football and basketball. He spent a decade shaping the minds, bodies and confidence of young men and women.
Through the years, he’s realized his true calling was to help Americans develop a financial plan for their future and best ensure a comfortable retirement and legacy for their loved ones. He stays immersed in the financial markets and how news, economic, and policy changes affect them and our investments.
When he’s not in the office, Josh loves spending time with his wife and new son, Jack. You might find him unwinding by playing sports or anything physically active.
Josh was attracted to PEAK because he saw firsthand the level of attention PEAK puts into client plans and the team approach they take. As a Christian, he also felt drawn to a faith-based company like PEAK.
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