Wealth Management Advisor
Josiah serves a diverse array of QA clients, including Big 4 professionals, small business owners, and corporate executives. He seeks to build sound financial plans that bring clarity and direction to his clients, so they can make wise decisions. Beyond financial plans and investments, Josiah loves building relationships and strives to get to know clients on a deeper level.
Previously, Josiah spent nearly 10 years with UnitedHealth Group in various roles but found his true passion for serving people in wealth management while working in a client facing advisory role earlier in his career. Josiah has a BA in history from the University of Minnesota – Twin Cities.
In his free time, Josiah enjoys being active and getting his three energetic sons outside to play sports, appreciate nature, do yardwork, and burn off energy. Josiah also loves playing pick-up basketball, and date nights out or Netflix nights in with his wife, Lauren. Josiah and Lauren and their boys reside in Richfield, MN.