Josh is a Financial Advisor with four years of experience currently serving the Ripon, Fond du Lac and Random Lake markets. Josh uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team, Josh worked as a Financial Advisor with Edward Jones. He earned a Bachelor of Science degree in Industrial Technology Management from the University of Wisconsin-Platteville and a Master of Science in Engineering Management from the Milwaukee School of Engineering. He holds his series 7 and 66, held through LPL Financial along with his life, health, and annuity insurance licenses.
Josh enjoys giving back to his community and stays active within his church. Josh enjoys spending time outdoors with his wife and 3 children and coaches youth baseball and basketball.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management