Josh is a Partner and our Vice President of Financial Planning. Josh has 12 years of financial planning experience. Josh’s role is to gather and analyze information from clients as we construct your financial plan. He consults our Lead Advisors in preparing recommendations for a road map for your financial future. Your interaction with Josh will be in the beginning stages of your plan design as well as during the review of your ongoing plan.  Josh is from Woodbury, Minnesota. He graduated from the College of Saint Scholastica with degrees in Finance and Management. He lives in Woodbury with his wife Emily and son Hudson.