Associate Wealth Management Advisor
Josiah loves building relationships with clients and developing a financial roadmap with them to help achieve their goals. His main focus is assisting lead advisors with the firm’s financial planning services.
Previously, Josiah spent nearly 10 years with UnitedHealth Group in various roles, but found his true passion for financial services and serving people while working in a client facing role with a Registered Investment Advisory firm. Josiah has a BA in history from the University of Minnesota – Twin Cities.
In his free time, Josiah enjoys going on walks or bike rides with his family, playing pick-up basketball, and date nights with his wife, Lauren. Josiah and Lauren reside in Richfield along with their three energetic boys.