Helping clients build confidence in their financial future.
As an Associate Wealth Advisor, Joshua collaborates with clients and advisory teams to develop comprehensive financial plans tailored to each client's unique goals and circumstances. He helps individuals and families navigate important financial decisions by creating personalized strategies that address investments, retirement planning, tax efficiency and estate planning considerations. Through a fiduciary-focused approach, Joshua provides clarity, structure and guidance to help clients make informed decisions and stay on track toward their financial objectives.
Experience
- Started working in the financial services industry in 2017
- Joined Johnson Financial Group in 2026
- Graduated with a Bachelor of Business Administration in Finance with an emphasis in Financial Planning from the University of Wisconsin-Whitewater
- Registered Investment Advisor and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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*Neither LPL Financial, nor its registered representatives, offer tax or legal advice. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Director of Transportation for Badger Boys State since 2022
- Former Badger Boys State attendee (2009)
- Longtime resident of Southeastern Wisconsin and resident of Mount Pleasant