This is a bio.
We are entrepreneurs.
We are investors.
We are family.
Founder & CEO
Josh is the Founder and CEO of Big Plan Holdings, a Nashville, Tennessee based diversified family holding company with investments in various industries. As a serial entrepreneur, Josh helps lead the family’s vision behind Big Plan Holdings to incubate new business ventures for their own family, along with strategic investments with joint venture partners, and also mentoring and educating up and coming entrepreneurs.
Big Plan Holdings investment focus includes industries such as real estate, cannabis, music and entertainment, branding and licensing opportunities, and other unique and diversified positions.
Josh has spent the majority of his professional career in commercial real estate with Principal and brokerage transactions totaling in excess of $1.0 billion. He has consummated real estate deals in over 40 states within the United States and has acquired, developed, sold, and valued properties in nearly every asset class within the real estate industry. His vision behind investing has been strategic and opportunistic, while the clients he has served and continues to serve include some of the country’s largest banks, Special Servicers, and public and private real estate companies.
Josh was a Founder of Grassroots Cannabis (GR Companies, Inc.) a Chicago-based multi-state cannabis company that was founded in 2014 with a sale exit of the company in July 2020 for approximately $850.0 million. Starting with three successful dispensary license applications in Illinois, Josh and his partners built Grassroots to the largest privately-held cannabis company in the United States and the 5th largest cannabis company including all the publicly traded cannabis companies up until the company’s sale. Josh oversaw all real estate site selection, municipal and governmental approvals for the company’s cultivation, processing, and retail store footprints. Upon the exit of the company, GR was in 12 states and had grown to over 1,100 employees.
He sits as a Board Member of companies and organizations including SpinIntel, 3rd Eye High, The Lupus Society of Illinois, and The Adlai E. Stevenson High School Foundation. Josh is a graduate of the University of Illinois and splits time between Chicago and Nashville.
Tara Joseph serves as a Co-Founder of Big Plan Holdings and CEO of 3rd Eye High. Her everlasting passion for women's health and wellness has led her to create a CBD focused brand. An artist at heart, Tara has an extensive background in fashion design, senior-level retail management, buying, and company branding with professional stops including Nordstrom and Claire’s Accessories. Tara has dedicated over a decade to a number of private and public organizations including President of the Illinois District 102 Parent Teacher Organization, the Fundraising Coordinator of the Stevenson High School Foundation, and a member of the Amazing Women Entrepreneur Network. Constantly seeking new business opportunities, Tara plays a large role in business acquisition alongside her husband, Josh.
Director of Operations
Sydni Joseph is the Operations Director for Big Plan Holdings and Co-Founder and Branding and Operations Director for 3rd Eye High. Empowering women in business is something Sydni is passionate about. A young entrepreneur, Sydni is currently in her senior year at the University of Kentucky pursuing a Bachelor of Business Administration in Marketing along with a Bachelor of Science in Fashion Merchandising. Sydni's previous work experience includes Kehoe Designs, Student Event Manager at University of Kentucky’s Events Office, and has served as the Vice President of Event Management and Special Events Chair of Alpha Delta Pi Sorority.
Sophie Joseph is currently a student at the University of Kentucky where she is studying Special Education and Criminology. Her passion for the Special Education community at such a young age has steered her to pursue a career in that field, while also advocating for other underrepresented groups and communities.
Sophie’s engagement in the world of activism entails rescue and rehabilitation work with animals, volunteer work at a therapeutic riding barn called Equestrian Connection, Board Member of Gigi’s Playhouse and Public Relations involvement with Best Buddies. Her latest project Finders 2 Keepers, focuses on both community outreach and social-justice awareness through social media influence. She finds herself most engaged, and successful, in lines of work which involve amplifying and supporting people, animals, and places which oftentimes lack representation, leading her to the position as President in the Joseph Family Foundation.
Margo Berkowitz is the Project Manager for Big Plan Holdings. She brings a wealth of business
operations management experience, having worked in several high-paced and high-valued
industries. Alongside running several businesses of her own, Margo has raised two beautiful
daughters. Margo loves connecting with new people and cultivating meaningful relationships from the word “go.” She is genuinely interested in every aspect of the lives of the people she meets and readily puts people at ease to gain their trust and partnership. Margo is comfortable leading others and takes a collaborative approach to create solutions that are beneficial to all.
VP of Operations
From Los Angeles to Nashville, Brandy Gibson's instincts, creativity and natural ability to connect people has left a lasting affect on business communities nationwide. From catering to Hollywood elite at the Estee Lauder Company and Macy's to providing business solutions for companies like TEDx, The Academy of Country Music, The Country Music Association and Vanderbilt University, she has been instrumental in providing solutions that yield professional, individual and personal growth. There is no limit to level of success and endless amount opportunities she is bringing to Big Plan Holdings....and if you bring a dog to see her, you'll get bonus attention! Her love for animals is just a taste of the passion she brings to her work.