Advisor

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Josh Norris, CPA, CFP

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients.

Education

New York University, M.S.L., Taxation, 2019
University of Mississippi, B.A., B.Accy., magna cum laude, 2009; Phi Beta Kappa

Distinctions

Mississippi Society of CPAs, Board of Governors, 2013-present
Mississippi Society of CPAs, State Board Advisory Committee Millennial Chair, 2014-present
Phoenix Club of Jackson, Board of Directors, 2015-present
Volunteer Greater Jackson, Board of Directors, 2015-present
Grace City Church, Elder, 2015-present
American Institute of CPAs Leadership Academy, class of 2013
Next Generation Leadership Institute, class of 2015