Josh Norris
PARTNER
Josh Norris
PARTNER
Josh Norris
PARTNER
Education
New York University
M.S.L. - Taxation
University of Mississippi
B.Accy.
B.A. - International Studies
Certifications
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Josh brings over ten years of tax advisory and wealth management experience to the team. He started his career with Ernst & Young in Memphis but later moved back to Jackson, his hometown, after purchasing a CPA firm in 2010. Soon after, he opened a financial advisory firm to better serve his clients’ needs.
He frequently advises clients on real estate transactions, M&A due diligence, financial forecasting, capital allocation, corporate capital structure, and multi-year tax planning.
Josh enjoys tennis, golf, and traveling. He and his wife, Kenna, live in Fondren and attend Northminster Baptist Church.
Education
New York University
M.S.L. - Taxation
University of Mississippi
B.Accy.
B.A. - International Studies
Certifications
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Josh brings over ten years of tax advisory and wealth management experience to the team. He started his career with Ernst & Young in Memphis but later moved back to Jackson, his hometown, after purchasing a CPA firm in 2010. Soon after, he opened a financial advisory firm to better serve his clients’ needs.
He frequently advises clients on real estate transactions, M&A due diligence, financial forecasting, capital allocation, corporate capital structure, and multi-year tax planning.
Josh enjoys tennis, golf, and traveling. He and his wife, Kenna, live in Fondren and attend Northminster Baptist Church.
Education
New York University
M.S.L. - Taxation
University of Mississippi
B.Accy.
B.A. - International Studies
Certifications
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Josh brings over ten years of tax advisory and wealth management experience to the team. He started his career with Ernst & Young in Memphis but later moved back to Jackson, his hometown, after purchasing a CPA firm in 2010. Soon after, he opened a financial advisory firm to better serve his clients’ needs.
He frequently advises clients on real estate transactions, M&A due diligence, financial forecasting, capital allocation, corporate capital structure, and multi-year tax planning.
Josh enjoys tennis, golf, and traveling. He and his wife, Kenna, live in Fondren and attend Northminster Baptist Church.