You Spent 20+ Years Serving Your Country. Let's Make Sure Your Money Serves You.

I help senior military leaders (O-5+ / E-8+) with $500K+ in assets answer the questions that keep them up at night: Should I roll over my TSP? How do I maximize my pension? Am I going to be okay?

Get Your Free "TSP vs. IRA" Decision Brief15-minute call — no sales pitch

I've Been Where You Are.

I'm Joshua, a U.S. Army veteran with 21 years of service, two deployments, and a career as a military chaplain. I built Exponential Advisors because too many senior leaders retire without a clear financial plan—and the industry is full of people who want to sell you products, not serve your interests. As a fee-only fiduciary and CERTIFIED FINANCIAL PLANNER™, I don't earn commissions. I earn your trust.

On our call, you'll get clarity on:

• TSP rollover vs. keeping it in place—which is right for your situation

• How to coordinate your pension, VA disability, and investments for maximum tax efficiency

• Whether your current plan is actually on track (or if you're leaving money on the table)

No pitch. No pressure. Just a straightforward conversation between two people who've worn the uniform.

Values-Aligned Planning

If your faith shapes how you think about money, stewardship, and legacy—I get it. We can integrate those values into your plan. If that's not your thing, no problem. Either way, you'll get honest advice.

Ready to Get Clarity?

Book a free 15-minute call. We'll talk through your situation and I'll give you a straight answer on your TSP, pension, and next steps.