Josh Lipscomb Paraplanner

Josh Lipscomb is a Paraplanner at Cassaday & Company, Inc., having joined the firm in June 2025. 

Josh works directly with Partners Sean Gallahan and Drew Malay, collaborating closely with clients to help meet their financial planning goals. His responsibilities include preparing meeting materials, actively participating in client meetings, and supporting comprehensive strategies across retirement planning, integrated estate planning, tax planning, and tailored financial analyses. 

He earned a Bachelor of Business Administration in Finance from James Madison University. Prior to joining Cassaday & Company, Inc., Josh worked as an Associate Financial Advisor at a boutique wealth management firm in the DMV area.  

Outside the office, Josh enjoys hiking, cross-training, cooking, exploring new places with his family, and staying involved in his local church. Originally from South Hill, Virginia, he now resides in Leesburg, Virginia, with his wife, Christian. 

Josh is an investment advisor representative with Cassaday & Company, Inc., and a registered representative with Osaic Wealth, Inc.