As a Client Account Specialist, Manager Josh works closely with clients to execute account transfers, track progress on financial planning to-dos, and help ensure all client needs are fulfilled in a timely and efficient manner. He draws upon his background in accounting, tax credits, and wealth management to deliver innovative solutions to help individuals and families achieve their goals.
“When I think of ‘advice driven by advocacy®,’ one phrase comes to mind: ‘fiduciary responsibility.’ I believe our job is to provide unbiased, top-quality advice that suits each of our client’s needs. We’re here to listen to clients, be with them through life’s peaks and valleys, and serve as a trusted advisor.”
Prior to joining JNBA, Josh worked at Black Line Group in the Twin Cities, where he focused on research and development tax credits. He began his career as a tax accountant at Wipfli, helping prepare individual and business tax returns.
Josh has a bachelor’s degree with a double major in accounting and finance from the University of Wisconsin-Eau Claire.
Josh lives in St. Louis Park with his wife, Allison, and puppy, Maggie. He loves biking and running, and has completed two Minnesota marathons and several half marathons. He is also an avid traveler and especially enjoys taking road trips across the United States.