Josh focuses on helping clients. Though he concentrates on a variety of disciplines, Josh's primary role centers around researching investments, and assisting the advisors who analyze and monitor client portfolios. An integral member of the GT Financial team, Josh brings valuable industry experience to the firm as a former Investment Advisory Analyst with Woodbury Financial Services.
A Wisconsin native, Josh attended the University of Wisconsin at La Crosse where he received a Bachelor Degree of Science in Finance. Josh completed the College for Financial Planning CFP® Professional Education Program through Kaplan University in 2021 and is a CERTIFIED FINANCIAL PLANNER™ certificant. Josh was a Quartermaster Officer in the Wisconsin Army National Guard where he served as a Company Executive Officer with Headquarters Company, 132nd BSB, a Forward Support Company.
Outside of the office, Josh enjoys ice fishing, hunting, watching football, basketball, playing billiards and spending as much time as possible with his wife, Chelsea, and their son, Brayton.
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.