Josh’s career began as an intern during his tenure at the University of Wisconsin Madison in 2005, he joined us full time in January of 2008, and his role has expanded significantly since that time. His current responsibilities within Retirement Plan Solutions include investment research, assisting in portfolio construction, preparation of client presentation, employee enrollment and educational materials , electronic client communications, firm technology, financial planning client communications and software management, and providing personal assistance services to qualified plan employees.
Josh’s credentials include:
- Series 7
- Series 63
- Series 66 held through Independent Financial Partners
- State of Wisconsin Life and Health Insurance License