Josh manages the overall operations of our team. He specializes in using our complex analysis tools, such as Morningstar, MoneyGuidePro, and What-if Tax to help Susie provide you with meaningful advice. Josh ensures the office runs smoothly and any of your day-to-day needs are met. He plays a key role in assuring our clients receive topnotch service.

Outside of work, Josh loves to cook, try new foods, and exploring the areas around the Pacific Northwest. He aims to get to know the community better to find how to best serve.

Desiree is our initial point of contact for incoming clients and client requests. She aims to make each client feel valued and supported as they navigate their financial journey. Desiree is also responsible for assisting clients with Thrivent's generosity programs, such as Thrivent Action Teams and Thrivent Choice Dollars®. She finds joy in helping clients make a difference in our community.  

Desiree has lived in Post Falls, Idaho since she was 5 and has watched the area grow. She has three daughters, two are young adults and one is 12. She and her youngest spend as much time outside as possible exploring all that is offered here in the Northwest area.