“Oh the places you’ll go.”
Josh comes to JNBA with a strong background in public accounting, which has expanded over the years to include broader expertise in multiple financial services. He started his career as a tax accountant at Wipfli, helping prepare individual and business tax returns, but soon discovered a particular interest in a specific area of accounting: research and development tax credits at Black Line Group in the Twin Cities. During that time, Josh also discovered that he loved the broader financial planning arena. Josh is happily putting his combined interest and expertise in accounting, tax credits, and wealth management to work for JNBA’s clients.
Josh graduated from the University of Wisconsin-Eau Claire with a double major in Accounting and Finance. He lives in St. Louis Park with his wife Allison and puppy Maggie. Josh loves biking – you may see him pedaling to work – and running, with a Minnesota marathon and several half-marathons under his belt. He is also an avid traveler, especially taking U.S. road trips. Josh has visited 38 states and counting.