Josh began his career in the financial services industry in 2003. He advises clients on various topics related to wealth management and financial planning. Understanding that tax is one of the biggest expenses for many individuals, families and small businesses, Josh emphasizes tax planning throughout the financial planning process. Josh delivers insights and practical advice on investment strategy and research, retirement readiness, and estate planning. He focuses on bringing complex topics to a level that even the novice investor will understand. Josh's deep knowledge of financial planning make him a valued partner for his clients.
Josh holds various professional designations including achieving the CERTIFIED FINANCIAL PLANNER™/CFP® designation in 2007 and earning the Certification as an Enrolled Agent to practice before the IRS in 2012. He is also registered to sell a variety of investment and insurance products.
Josh lives in Rogers, MN with his wife of 14 years and their two children. In his free time, he enjoys running, cycling, traveling and spending time with friends and family.