Prepare to navigate through the labyrinth of college planning and savings with us, your hosts Jessica Magnuson and advisor Josh Oller. We guarantee you'll be fully equipped with knowledge on how to utilize grants, scholarships, cash flow, and loans. With our practical tips on understanding and completing the FAFSA, you'll be ready to maximize this free federal aid. Warning: do not mistake student loans for grants! We'll guide you on how to reach out to schools for aid information - the right preparation can bring surprising results.

Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a Financial Advisor in Summit's Ridgeland, MS branch office.  Josh completed the CFP® certification in October of 2021. He 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, daughter, Betts, their cat, Lady Grey, and their dog, Rory. Josh and Mollie love outdoor activities and anything that revolves 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 regularly competes at various tournaments throughout the state.

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!