



Hey there - Josh here. These 'about' sections are usually robotic and stuffy, so I'll actively try to avoid that here.
Although 'outgoing' is an overused personality trait, I truly think it fits me best. I've always been intently interested in meeting new folks and creating good ole face to face relationships. Although I use my phone more than I'd like to admit, I find most fulfillment in engaging with people the "old fashion way".
Analytical would probably be the next word I'd use to define myself. I often find myself asking 'why' numerous times like a toddler, unrelenting in understanding the idea to its core. That being said, I sure do have a lot of random facts stored up in my head that probably get pulled out once a year. Oh well!
I love dogs, golf, volleyball, Formula 1 racing, and most importantly my wife, Caitlin, and my beautiful identical twins, Delilah and Delaney. We happily reside in Pulaski as a solid midpoint between Caitlin's work location and mine, and have been there since September 2024. I haven't fully accepted converting to a Pulaski Red Raider (from my Bonduel Bear roots), but we'll see how time passes!
Before I go on too much and lose your interest, I genuinely appreciate you giving your time to read through this little excerpt. I promise you with sincere earnest that I will do all I can to help create financial clarity within your life, and hopefully make the daunting tasks seem easy.
Your (Hopeful) Future Advisor
Josh
- Bachelors of Business Administration/Management, University of Wisconsin – Oshkosh
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Colorado
- Florida
- South Carolina
- Wisconsin
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Shawano, WI 54166
M – Th: 8 a.m. – 4 p.m.
F: 8 a.m. - 12 p.m.
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