Josh is a dynamic and results-driven Financial Services Professional with a proven track record in leadership, creating new business and building long-lasting client relationships. He is a consistent revenue producer with extensive leadership experience in Branch Operations, Sales and Service, along with being a team player who promotes success within the organization.
Josh has been in the Financial Industry for over 15 years, giving him the ability to understand the many different products available and the ability to explain them in common sense terms to clients so they understand the process and make good financial decisions. Josh has superior interpersonal skills and is capable of resolving complex issues and motivating team members to perform their best. He has held the roles of Treasurer, Secretary, Vice President and President on multiple volunteer boards. He is also a certified USA Swim Coach for his local swim club and certified by the Wisconsin DNR as a Volunteer Hunter Safety Instructor.