Josh focuses his time on helping clients plan for their future and structure their investments to support their goals. He began his financial industry journey in 2015 as a former Investment Advisory Analyst with Woodbury Financial Services. His valuable industry experience lead him to join GT Financial in 2018, where he quickly became an integral member of the team.
A Wisconsin native, Josh attended the University of Wisconsin - La Crosse where he received a Bachelor Degree of Science in Finance. After graduating, Josh enlisted in the Wisconsin Army National Guard on the path to becoming a commissioned Quartermaster Officer. Josh served 6 years in the National Guard, spending the majority of that time as a Company Executive Officer with a Forward Support Company in the 132nd BSB.
Outside of the office, Josh enjoys golfing, ice fishing, spectating a number of professional sports and spending as much time as possible with his wife, Chelsea, and their son, Brayton.
Josh completed the College for Financial Planning CFP® Professional Education Program through Kaplan University in 2021 and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Josh is a Registered Assistant and holds the Series 66 and Series 7 securities registrations. Minnesota License # 40794795
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.