Joshua is a Retirement Plan Specialist, he has over 15 years of experience in all aspects of retirement plans. He has worked as a record keeper, a TPA and most recently, as an advisor for retirement plans.
Joshua has a strong background in Investments, Plan Design, Fiduciary Risk Mitigation and Financial Wellness Education.
He was named to the National Association of Plan Advisors “Top Plan Advisors under 40” in 2020 had holds his Certified Plan Fiduciary Advisor certification.
An Iowa native, Joshua graduated from Mt. Mercy University in Cedar Rapids, IA. He lives in Woodbury, MN with his wife, Evalie and 14-year-old daughter, Kate. In his free time, he enjoys reading, cycling, golfing and he volunteers on the Woodbury Athletic Association Softball Board where he is the Tournament Director.