HighRoad Wealth Advisors

CONNECT

Address:

170 S. 2nd Street, Suite 201
Coos Bay, OR 97420

Phone:

541-266-7623,TOLL FREE: 844-266-7623

Fax/Other:

541-266-9173

Josh Snoddy

Josh Snoddy

Founding Partner

I am happily married to my wife Shannon and have three sons; Braydon, Trenton and Gavin. My family is extremely important to me and I make spending time with them a top priority. 

I am also very active within my church and within the community. I try to match my interests with my philanthropic activities (my faith, education and sports). 

I am a licensed CPA (non-practicing) and spent approximately 5 years in public accounting as a tax specialist. This experience not only provides an excellent foundation for wealth planning, it provides our group with in-house expertise that enables us to provide investment strategies designed to help grow our client's wealth in the most tax-efficient manner possible.


Professional Details

  • 2014- Present: HighRoad Wealth Advisors
    Founding Partner
    Coos Bay, OR
  • 2007 - 2014: Morgan Stanley
    Financial Planning Specialist
    Financial Advisor
    Coos Bay, OR
  • 2004 - 2007: Hough, MacAdam & Wartnik, LLC
    CPA & Tax Specialist
    North Bend, OR
  • 2003 - 2004: Wall & Wall, PC CPAs
    Accountant
    Coos Bay, OR
  • Bachelor of Science - Business Administration / CPA Track, 2004
    Eastern Oregon University
    La Grande, OR
  • Certified Public Accountant (CPA), 2005
    Oregon
  • Series 7 - General Securities Representative, 2008
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2008
  • Kingsview Christian School
    Board of Directors
    North Bend, OR
  • American Institute of CPAs
  • K.E. McKay's Market, Inc.
    Board of Directors
    Coos Bay, OR



Phone 541-266-7623
Fax 541-266-9173
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals