Personal

Josh was born and raised in Jacksonville, Florida and lives in the San Marco area of town. He is married to his high-school sweetheart, Anna, who he has been married to for eight years. Anna is an extremely talented hair stylist at West Coast Hair Design. Anna and Josh also welcomed their first child, Sophia, into the world June of 2021.

Outside of the office, Josh is an avid Jacksonville Jaguars and Florida State Seminoles fan; competitive fencer; CrossFit athlete; surfer, cello, piano, and guitar player; and traveler—both domestic and international. Josh is a bit of a linguist, minoring in Arabic at FSU but is currently studying Swedish as he is married to a Swede. Josh is an active member at Christian Family Chapel and supports a little boy from Rwanda through Compassion International.

Professional

Since beginning his career at Northwestern Mutual, Josh has worked with a wide-range of clients from across the country. Early on, Josh established himself as a leader in both the office and the industry by cultivating relationships based upon integrity, knowledge, and commitment. Josh enjoys the relationships the he has made during his career and is dedicated to the "planning first" mentality that his team delivers to their clients.

Josh is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Josh currently holds the FINRA Series 7 and 66 licenses as well as 02-15 life, health, annuity and LTC licenses.

Here are my areas of expertise

Wealth Management

Retirement Planning & Income Strategies

Insurance Protection Strategies

Tax-Efficient Strategies

Multigenerational Planning

Business Planning & Succession

Charitable Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline