Investment Adviser Representative, Partner
Josh has been in the insurance and finance industry for 10+ years. He is licensed in all insurance lines and is also a registered representative who holds his Series 6 and Series 65 registrations. Josh values customer relationships and exemplary service above all else and will go above and beyond to ensure that clients feel both comfortable and informed. He received a full basketball scholarship and is a graduate of Quincy University where he received his Bachelor’s degree in Business Management. He also played basketball professionally for 2 years after college before launching his career in insurance and finance. Josh works closely with Matt Boehm in servicing clients and their portfolios while helping identify potential prospects. When he is not working, Josh enjoys spending time with his growing family. His wife, Taylor, is a special education teacher with District 150 (Peoria Richwoods) and his twin sons, Carter and Jack, certainly keep them on their toes! In his free time, he likes to golf and make time for friends as often as he is able.