With over a decade in the wealth management industry, Josh works with business owners, medical practitioners, and sales professionals – helping them clarify their financial goals. Josh is a Chartered Financial Consultant and also holds the CFP® and Wealth Management Certified Professional ...more

With over a decade in the wealth management industry, Josh works with business owners, medical practitioners, and sales professionals – helping them clarify their financial goals. Josh is a Chartered Financial Consultant and also holds the CFP® and Wealth Management Certified Professional designations. Josh’s passion for financial planning was inspired by his father: growing up, their conversations centered around the Bible and investing. Josh and his wife, Grace, are based in Cedar Rapids with their two children, Eliza and Judah. Outside of the office, Josh enjoys cooking with his wife, visiting his father on his hobby farm, playing golf with friends and clients, and training for Spartan races while listening to business and history podcasts.less