Get to know Josh
Josh hasn't been a financial advisor his entire career, but he has built a career of leading, guiding, and making genuine connections with people to accomplish their goals. After graduating in 2005 from the University of St. Thomas with a degree in Financial Management, Josh spent the next 14 years in a variety of leadership roles with the Target Corporation, spending the last five of that as a Senior Director overseeing districts in North and South Dakota, as well as Minnesota. His passion for personal finance, along with his desire to create the same lasting impact for others that he has seen from his advisor, led him to become a Financial Advisor. Josh brings his leadership, coaching and educating abilities to life in his financial advising. He focuses on ensuring busy Corporate Executives and Families put together a strategic financial plan to work behind the scenes, so they can worry less about finances and focus their attention on the things that matter most in life.
Life outside of the office
Josh has several interests and hobbies in life, but there is nothing he enjoys more than spending time with family. He is married to his wife Samantha, and together they have his four proudest accomplishments: Colton, Hudson, Peyton and Kayson. Before kids, Josh spent a lot of time playing sports like golf, baseball, softball, and broomball. Now, his hobbies and interest have transitioned to coaching his kids' hockey and baseball teams, taking family vacations and playing at the park, but he wouldn't change it for the world. Catching a Twins, Wild, or Viking's game are some of his favorites, or a nice afternoon on the golf course when there is some free time.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Education Planning & Funding
Long-Term Care Planning
Disability 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.
