Helping clients build confidence in their financial future.
As an Associate Wealth Advisor, Joshua collaborates with clients and advisory teams to develop comprehensive financial plans tailored to each client's unique goals and circumstances. He helps individuals and families navigate important financial decisions by creating personalized strategies that address investments, retirement planning, tax efficiency and estate planning considerations. Through a fiduciary-focused approach, Joshua provides clarity, structure and guidance to help clients make informed decisions and stay on track toward their financial objectives.
Experience
- Started working in the financial services industry in 2017
- Joined Johnson Financial Group in 2026
- Graduated with a Bachelor of Business Administration in Finance with an emphasis in Financial Planning from the University of Wisconsin-Whitewater
- Registered Investment Advisor and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Director of Transportation for Badger Boys State since 2022
- Former Badger Boys State attendee (2009)
- Longtime resident of Southeastern Wisconsin and resident of Mount Pleasant