Financial Advisor

Josh is a vital part of the Holistic Planning team and handles much of the behind-the-scenes meeting preparation and resulting action items for our clients. Josh grew up in Pilot Point, Texas, a small town about an hour north of Dallas. He attended Central Christian College in McPherson, Kansas, while playing basketball and running cross country.

After graduating in 2019 with a Bachelor’s in Youth Ministry, Josh and his wife, Morgan, married and moved to Henderson, Texas. Josh served as a Youth Minister at First Methodist Church for four years before joining Holistic Planning in the summer of 2023. He enjoys Bible studies, playing golf, fishing, and simply being with people.

Josh and Morgan are expecting their first child, a daughter to be named Lydia June Wardle, coming as a Christmas present in later December of 2023. All of us are excited to have precious Lydia as part of the growing Holistic Planning family.

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