Meet Joshua
About Joshua
Josh’s journey in the financial industry began with a strong passion for helping others manage their money wisely and make sound financial decisions, as modeled by his father. Growing up, their conversations centered around the Bible and investing, stirring Josh’s curiosity about investing and leading to a financial planning career.
Josh started the profession in 2013 as an intern at a large insurance company. He obtained his CFP® certification, Chartered Financial Consultant, and Wealth Management Certified Professional Designations consecutively. Josh loves working with business owners, salespeople, and medical professionals, helping them clarify their financial goals.
You can find him helping his dad on his hobby farm, practicing his golf swing with friends and clients, but most likely training for his next spartan race while listening to a business or history podcast. In his spare time, he enjoys cooking with his wife, Grace and daughter Eliza.
Josh also offers advisory services through Cetera Advisor Networks LLC, a registered Investment adviser.
Qualifications
- 11 years financial industry experience
- 2 years with Carson Wealth
- BS in Finance from the University of Wisconsin-Platteville
- AA in Biblical Studies from Emmaus Bible College
- CFP®
- ChFC®
- WMCP®
- CExP™
