VP/Senior Portfolio Manager
Previously Josh held positions in bank management, private banking and wealth advising. He also held securities and insurance licenses for 17 years.
Outside of work, Josh enjoys spending time with his family, often spending time at the lake. He also enjoys traveling, watching sports and being involved with his children’s school.
A native of Fargo, North Dakota, Josh holds an undergraduate degree in business from Jamestown College and master’s degree in business administration from the University of North Dakota. He is currently pursuing his Certified Financial Planner designation.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.