Financial Planning Services Associate
Josh Oller's position as a Financial Planning Services Associate began in July of 2019 working alongside Chris Wells in Summit Wealth Group's Madison, MS branch office. Josh recently completed his financial planning curriculum through the College for Financial Planning and is currently a candidate for the CFP® certification. As a Financial Planning Services Associate, Josh spends time with Chris in an advisory role and is also part of Summit's financial planning department.
Josh is a graduate of Mississippi State University where he obtained both a Bachelor’s and Master’s degree in Business Administration all while competing for the MSU golf team. Josh began his career in the banking industry in 2012, and eventually found his niche in the credit department of the bank where he became the VP of Credit Administration. In this role, Josh was able to learn the many aspects of corporate finance, taxation, and business cash flow.
Josh later realized that his real passion was working with people. He wanted a career that helped people reach their goals and is excited to help our team assist clients with navigating the bumpy road to the lifestyle they seek.
Josh currently resides in Jackson, MS with his wife Mollie and their cat, Lady Grey. Josh and Mollie love any activities outdoors and anything revolved around food! They often joke that their vacations are focused mainly on what places have the best local restaurants. Josh still has a strong passion for golf and competes regularly at various tournaments throughout the state.