Senior Wealth Strategy Advisor

Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs.

Josh joined Fisher Investments in 2014. Prior to joining, he worked as a financial advisor with Edward Jones, a collateral analyst for OTC Derivatives and a Sergeant in the Marines. He got a Bachelor of Arts in English and International studies from California State Polytechnic University and a Master of Science in Finance from Bournemouth University.

Your Senior Investment Counselor can connect you with the individuals below to address any needs you have.  to read more about our service structure and the resources available to you.

Jeff joined Fisher Investments in 2022. He began working in the financial services industry in 1997. Previously, he worked as a Dedicated Financial Advisor at Schwab and a Financial Planner at Financial Management Concepts. In addition to being a CFP professional, Jeff studied Biomedical Sciences at Valencia College.

Jared joined Fisher Investments in 2013. He began working in the financial services industry in 2004. Previously, he worked as a Financial Consultant at Thrivent Financial. Jared studied Business Administration at Pacific Lutheran University.

Phil joined Fisher Investments in 2022 and has more than 30 years of legal experience. Previously, he practiced law in Florida, specializing in estate planning, trusts, business succession planning, tax law and asset protection. Phil is a Florida-licensed CPA and a CAP professional. Phil earned his JD from Indiana University, an LLM in Taxation from the University of Florida and an MBA from Vanderbilt University.

Kevin joined Fisher Investments in 2022. Previously, he practiced law, specializing in estate planning, estate administration, complex estate litigation and guardian ships. He is a licensed attorney in New York and Florida. Kevin received his JD from Brooklyn Law School and a Bachelor of Science from Syracuse University.

Patrick joined Fisher Investments in 2022. In the Portfolio Evaluation Group, Patrick specializes in personalized portfolio analysis and investment strategy recommendations.

Associate Investment Counselor

Jocelyn joined Fisher Investments in 2022. Before becoming an Associate Investment Counselor in 2024, she served as an Operations Associate. Jocelyn earned a Bachelor of Business Administration in Finance and Management from the University of Kentucky.

Client Service Specialist

Carly joined Fisher Investments in 2025. She earned a Bachelor of Science in Finance from the University of Tampa.

Client Service Specialist

Eli joined Fisher Investments in 2025. He earned a Bachelor of Science in Finance from the University of Tampa.

Client Service Specialist

Louis joined Fisher Investments in 2024. He earned a Bachelor of Science in Business Administration from University of Tennessee.