Joshua Parsons

For over a decade, I've led service operations across automotive, heavy truck, and industrial equipment businesses- managing multi-million dollar budgets, building teams of 30+ employees, and even lauching a service departments from the ground up in a brand-new territories. Along the way I learned what it actually takes to run a business: tight P&L management, smart forecasting, and knowing that a single bad financial suprise can undo years of hard work. That's exactly why I made the move into financial planning, I've spent my career sitting across the table from fleet owners, shop managers, and business owners, helping them keep their operations running and their assets protected. Now I help those same kinds of people build a financial plan that protects everything they've built, personally and professionally. If you're a business owner, fleet operator, or someone in the trades industry looking for financial guidance from someone who;s actually lived inside your world, I'd love to connect!