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 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 Unit.
Outside of the office, Josh enjoys watching and playing football, basketball, billiards and spending as much time as possible with his wife, Chelsea and their son, Brayton.
Josh is a Registered Assistant and holds Financial Industry Regulatory Authority (FINRA) licenses: S-7, S-66