Josh Ketchie CPA
Meet Josh Ketchie, CFP®
Life doesn’t slow down when you’re raising kids, growing a business, or trying to make smart financial decisions, and Josh Ketchie understands that firsthand. He meets families in the middle of their real, messy, ever-changing lives, helping them create clarity and confidence where there’s often uncertainty. Josh finds purpose in walking alongside his clients as they define and pursue financial success, whatever that looks like for them. Markets may rise and fall, priorities may shift, but his commitment to building personalized, evolving plans never wavers. He believes in protecting what you’ve built and positioning you to capture what’s next.
Why Families and Business Owners Work with Josh:
- Josh is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, and a licensed CPA*.
- He has built his practice around introductions from clients, proof that clients value his role in helping them build lasting family legacies.
- He works with clients across the United States
- Business owners count on him to design strategies for growth, succession, and long-term value.
- His expertise includes insurance, investments, and retirement planning, and he’s earned multiple industry awards along the way.
- Josh believes in teamwork. He’s built a service-focused team that delivers thoughtful, holistic planning.
A Bit More About Josh:
Josh is a proud Double Dawg with both a Bachelor's and Master’s degree in Accounting from the University of Georgia. He and his wife, Tegan, have been married for over 15 years and are raising three energetic daughters together. They are active members of North Metro Church and love finding ways to connect and build community. When Josh isn’t at home or work, he’s most likely on a pickleball court…
Industry Recognition:
- Million Dollar Round Table (2016–2024)*
- Top of the Table (2021–2024)
Team Members:
- Lisa Arnold- Principal
- Tegan Ketchie- Team Support Manager
- Kristen Mantovani- Paraplanner
- Kimberly Smith- Client Support Manager
Ready to connect?
Book a meeting with Josh & Lisa
As required under the SEC Marketing Rule, please include the following disclosure in close proximity whenever the award is referenced: 1) If only mentioning membership in MDRT or using the logo, the following disclosure would be required: Honorees of Million Dollar Round Table (2017-2025) must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. Recognition is not representative of any investment performance or returns. 2) If referencing Top of the Court, please use the above plus the follow disclosure: Million Dollar Round Tables's Court of the Table members (2021-2025) have distinguished themselves by producing at a level three times that of MDRT membership requirements. 3) If referencing Top of the Table, please use the above two disclosures plus the following disclosure: Million Dollar Round Table's Top of the Table (2022-2025) is an exclusive forum for the world's most successful life insurance and financial services professionals. These MDRT members are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services producers/advisors. All are members of MDRT, The Premier Association of Financial Professionals, and have distinguished themselves by producing at a level six times that of MDRT membership requirements. 4) Please close this submission annually to update your disclosure.