With years of experience in finance, Joshua brings a wealth of knowledge to the team at our Minnetonka office. Joshua leads clients through a process of better understanding and identifying life passions, goals, and dreams. He helps to develop a strategy to empower them to confidently move forward towards their goals.
One of Joshua’s degrees is in education, which lays a foundation from which he empowers clients with not only what to do, but also why. Money can be an emotionally-charged discussion, and with a second degree in psychology, Joshua is uniquely equipped to assist clients to navigate these hurdles since behavioral psychology is at the very foundation of investing and finances.
Faith and family are a cornerstone of Joshua's personal mission. Joshua and his wife Sarah reside in Columbia Heights and have been married since 2003 with two children: Caleb and Elizabeth Grace. They have always lived with a family-first focus, so many activities he does are centered around what the family can do together. During the summer they enjoy long bike rides and swimming at the pool. When the weather takes a turn, they learn through exploring the MN Children’s Museum, the Science Museum or visiting one of Minneapolis/St.Paul's many theaters.
Schedule a free consultation with one of our advisors to determine the best path for you.