Office: (314) 835-6906
Cell: (314) 346-0331
Check the background of this investment professional on FINRA Broker Check.
Barrett Station, Cartersville, Cedar Hill, Creve Coeur, Florissant, Houston, Jacksonville, Los Angeles, Lynch, O’Fallon, Orlando, Purina, St. Louis Hills, Tampa, Williamsburg
Some years ago, Josh’s dad told him a story about attending a client’s funeral. Afterward, the client’s children thanked him for everything Josh’s dad did for their father. Because of Josh’s dad, they said, their father had been able to retire and enjoy life without the burden of financial worries. That story powerfully influenced Josh to follow in his dad’s financial advisor footsteps. Like his dad, Josh wanted to lessen the burden of financial decisions for others. That is what drives Josh each day.
With finances, as with life, each person has a unique starting point and an ultimate goal. Josh works with his clients to create a personalized path designed to fulfill your financial goals, wants and needs. Along the way, Josh and his members discover commonalities and build relationships.
When Josh isn’t advising, he enjoys playing the guitar, camping, fishing, working out and doing almost anything outdoors. He and his wife, Allison, are the proud parents of beautiful Eliza, born in 2020.
Family is the most important thing to Josh, and he considers his clients to be family as well. Each time Josh begins working with a new client, his family tree grows.
B.S. in Personal Financial Planning; Series 7 & 66; Life & Health Ins.
Josh is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer, and a member of FINRA and SIPC.
Together Investments & Retirement Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3020621.1-0320-0422