Josiah is the founder and managing member of APEX Private Wealth, LLC. In his financial advising role, Josiah provides thoughtful, integrated guidance designed to help clients align their investment, tax, estate, and insurance decisions with their long-term planning objectives. Josiah holds the Certified Financial Planner® certification, the Certified Private Wealth Advisor® certification, and a Wealth Management Theory & Practice certification from the Yale School of Management®. He is a graduate of Covenant College, where he majored in business and was a member of the men’s soccer team. Prior to founding APEX Private Wealth, Josiah served as lead advisor for the specialty client services division at his previous firm, where he guided clients through irregular and complex financial planning matters. His work focused on collaborating with clients and their professional advisors to craft, implement, and sustain integrated planning strategies for significant wealth. Josiah’s areas of focus include legacy planning, generational sustainability planning, estate planning, tax planning, investment planning, and risk management. He works closely with multigenerational families, first-generation wealth creators, and next- generation wealth sustainers who require a thoughtful planning framework for the opportunities and responsibilities that accompany meaningful wealth.

She holds her bachelor’s degree in business management from Bryan College. Brandi has a background in banking where she worked with several banks in the North Georgia and Chattanooga area from 2002-2016—most recently in the compliance side of the business.

She has almost 18 years of combined experience in the accounting and legal fields. She has lived in Cleveland the majority of her life with her husband Clay.

Prior to joining the firm, she worked in an accounting role where she developed a strong foundation in financial operations and client service.