Giving Good people access to Great Planning
Josh Edmondson
Financial Advisor
Serve. Educate. Lead. Understanding the need is serving, Educating on options to solve the need and then Leading you to better solutions!
About me
I'm glad you are curious to learn more about me as a person, so I'll dive right in!
I am married to my wife (July, 2017) Melissa and we have 3 Children. Weston is our oldest (son) then Laramie and Maddie (both Girls) all 23 months apart! We also raise Registered Red Angus Breeding Stock (Farming on the side). I do planning full time and help my wife with the farm/cattle on the side in my free time. We live a very busy lifestyle and love to be outdoors either working on the farm, hunting or riding horseback in our free time. Most weekends consist of horses and cattle in one way or another.
Professionally, I graduated from SDSU in 2010 with a degree in Agronomy. I spent the first 12 years of my career working for various companies from local Cooperatives to Corporate Manufacturing Companies like BASF. I came to a tough realization after a few corporate decisions had been made. I wanted more control over my career path so I heeded some long time advice to start my own business in the financial planning space!
Boy what a blessing this has been. I started in 2021, got licensed to sell Life and Disability Insurance and then got my FINRA Series 6 and 63 registrations and I was off and running. Run I did, I did a lot of activity early on to learn and gain experience as fast as I could. Many folks in this business will tell you that this is not a business you can gauge by years of service. Its more about the people I've been blessed to serve along the way and the others that took a meeting and went a different route. Even if they didn't become a client, I most likely learned something from them and they probably learned something from me, still a win in my book! I still leverage more experienced advisors as needed, when I come across someone who needs someone with more experience I help you find the right advisor even if its not me! Here to Serve with Integrity.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
