Josh focuses his expertise on helping our clients preserve and grow their assets. Though he specializes in a variety of disciplines, Josh's primary role centers around researching investments, as well as, in-depth analysis, monitoring and servicing of 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 is a Quartermaster Officer in the Wisconsin Army National Guard where he serves as a Company Executive Officer with Headquarters Company, 132nd BSB, a Forward Support Company Unit.
Outside of the office, Josh enjoys watching and playing football, basketball, billiards and spending as much time as possible with his wife, Chelsea.
Josh is a Registered Assistant and holds Financial Industry Regulatory Authority (FINRA) licenses: S-7, S-66