Josh Lasley is an associate advisor for the Private Wealth division of Blue Trust and is based in the Indianapolis office.
As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Josh provides technical expertise in investment management and comprehen-sive financial planning, creating personalized strategies tailored to each client’s unique needs. He leads client meeting preparation and implements action items across key planning areas, including cash flow, tax strategy, gifting, education, financial independence, and estate planning. Committed to excellence, Josh fosters strong client relationships and actively contributes to the team’s growth.
Before joining Blue Trust, Josh worked at Katz, Sapper & Miller as a staff accountant. He is also a licensed Certified Public Accountant (CPA).
Josh graduated magna cum laude from Taylor University with a BS in accounting.
He resides in Noblesville, Indiana with his wife, Hannah, and their son. His family attends Mt. Gilead Church in Mooresville. Josh is passionate about helping people steward their dollars wisely, and he loves to play golf!
