Biography
A member of Accredited’s Wealth Management group, Josh is responsible for wealth planning analysis and the execution of planning strategies. Josh serves as an internal resource for credit risk, identity protection, and credit cards.
Josh has always enjoyed helping others, something he truly discovered during his four years serving in the U.S. Navy. It was during his coursework at the Carlson School of Management that he recognized that he could align his business degree with his enjoyment of service into one career: wealth management.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Minnesota – B.A. in Finance
• United States Navy serving on board the USS Carl Vinson “CVN 70”
How do you spend your life wisely?
It’s important to create meaningful experiences with the people who mean the most to me. With my kids, I offer them extra support where they need or want it and make time to share in their interests. With my wife, we travel to new places, learn about new cultures, and dream about how (and where) we might spend our retirement years. With my parents, I support them through their new stage of life and enjoy the moments we get together.
“When a child gives you a gift, even if it is a rock they just picked up, exude gratitude. It might be the only thing they have to give, and they have chosen to give it to you.”
Dean Jackson
