As a veteran financial advisor with 22 years of experience, Josh strives to build personal relationships with his clients in order to customize their financial plans and understand personal needs.
A Sycamore native, Josh is the 4th generation of his family to own and operate business in town. His great grandfather, grandfather and father were all business owners and active in the community.
Josh is an alumni of Northern Illinois University graduating with a Bachelor’s degree in Business Marketing and Psychology minor. He is currently an Accredited Asset Management Specialist and Wealth Management Specialist.
Josh has three children and three grandchildren that keep he and his wife Mary busy. He is an avid fisherman and has enjoyed competing in the DeKalb Corn Classic and Sycamore Pumpkin Fest 10K races for many years.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
