Investment Advisor Associate
Josh is an Investment Advisor Associate on the Cherry Tree Wealth Management team. His primary focus is client service, as well as reporting and planning. He has worked in the financial industry for several years, bringing a great level of detail and experience to the team. Before joining Cherry Tree, he was the Client Services Manager at Element Wealth Management where he focused on day-to-day operations, client and advisor trade requests, and quality control for trading data.
Outside of work, Josh enjoys spending time with friends and family and enjoys outdoor activities such as golf, hiking, biking and water skiing.
- Advisor Support
- Client Service
- Investment Research
- Financial Plans and Models
- B.S. Physiology, Finance – Minnesota State University, Mankato
- Client Services Manager, Element Wealth Management
- Financial Advisor, New York Life