Josh Hargrove CFP®
Wealth Manager
Josh is a proud Texas native and graduate of Texas A&M University. His first career as a full-time pastor instilled in him a deep appreciation for sincere relationships, honest feedback, and the courage to guide people through life’s challenges. He carried those values with him into the financial industry in 2012, embarking on a mission to help families navigate their financial journeys with wisdom and purpose. With over 12 years of experience, Josh specializes in purpose-driven financial planning and portfolio management for active families. His dedication to aligning financial strategies with clients’ core values has earned him and his firm recognition in D Magazine (Top Wealth Manager & Best Financial Planner), Financial Advisor Magazine (Top RIA), and Top CFOs (Top 50 Advisor). These honors reflect his commitment to excellence, integrity, and meaningful client relationships. Josh’s insights on financial planning and wealth management have been featured in Newsweek, Forbes Advisor, ThinkAdvisor, and Forage, further highlighting his passion for financial education and helping others make informed decisions. At Insight Wealth Partners, he and his team empower clients to build wealth with intention—designing customized strategies that mitigate risk and support long-term financial security. Beyond his career, Josh finds his greatest joy in his family. He has been married to his amazing wife, Kelly, for 21 years, and together they have four wonderful children: Caleb, Maylea, Lyla, and Tysen. A passionate outdoorsman, he can often be found mountain biking, climbing peaks, running races, or playing pickleball. Despite his professional achievements and the blessing of a wonderful family, the greatest pursuit of Josh’s life is to know and follow Jesus, his Lord and Savior.
Meet the Team
Legacy Lab is affiliated with Insight Wealth Partners (IWP), an independent Registered Investment Advisor. With expertise in wealth management and personalized support, we focus on building lasting relationships and delivering results. Meet the IWP team that’s here to guide you toward a purposeful and secure future.
Yerusalem Gaim
Client Concierege
Before joining in 2022, Yerusalem spent 3 years in marketing and communications, honing her
client-centered approach to customer service. As client concierge, she now serves as the first point of contact for our clients, driven by her passion for helping others.
Joseph Eppler
Operations Specialist
Before joining Insight Wealth Partners, Joseph worked as a Delivery Associate and Dispatcher in Amazon's logistics program. A Summa Cum Laude graduate in music education from Texas A&M University-Commerce, his experience in logistics and attention to detail help him deliver excellent, client-focused service at IWP.
Andrea Charles
Operations Manager
With 16 years of client support experience in the mortgage and financial industries, Andrea uses her deep operational knowledge to tailor advisor meetings and ensure all action items are completed.
Jessica Sandin
With over 20 years of client service experience, Jessica's roles as a pastor’s wife, stay-at-home mother of three, and small business owner have sharpened her proactive, insightful, and solution-oriented approach.
Client Concierege
