Originally from Indiana, Josh Cooksey first began working in the financial industry in 2011 as an independent insurance producer. He built a book of business by providing clients assistance with Life Insurance, Annuities, Medicare, LTC, and Health insurance products. While doing this he also learned valuable skills assembling and managing a team of agents under him until 2015 when he decided to acquire his series 65 and practice as a financial advisor. He joined with Foundations Investment Advisors in 2016 as an operations specialist in addition to meeting with clients.
In 2017 he put his degree in software design to use and developed a program to help financial firms with processing documents. Josh currently heads the operations of Foundations and works to provide advisors and their staff top level service through design and implementation of improvements toward the infrastructure of the firm. He currently resides in Chandler, Arizona with his wife, Tracy, and two daughters. When not at the office he enjoys technology, golf, basketball and weightlifting.