Josh joined Provenance Wealth Management Group in 2021. He leads the team’s wealth planning and investment research efforts. Previously, Josh worked for a large practice at Morgan Stanley Wealth Management where he focused on investment research, trading and next-generation client relationships. Josh began his career in financial services in 2015.
Josh is a proud Saint John’s University alumnus from the class of 2015. He earned a bachelor of arts, double majoring in Economics and Finance. Josh has passed the Series 7, 63 and 65 exams and is insurance licensed. To better assist Provenance Wealth Management Group clients with designing and executing financial plans, Josh earned both the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor® designations.
Josh is active in the community and currently serves on the board for Barrier Free Golf and the Region’s Hospital Foundation. Previously, Josh served on the board of The Courage Kenny Foundation and was a volunteer tutor through Interfaith Action's Opportunity Saint Paul program. He is a 2020 graduate of Leadership Saint Paul.
Josh co-chairs Rounds Fore Rebs, a golf tournament in honor of his late father that raises scholarship money for young people active in the Woodbury community. Josh met his wife, Taylor, in the halls of Woodbury High School and they are currently raising their daughter in Saint Paul.
In his free time, Josh enjoys playing golf and chasing after his German Shorthaired Pointer, Pepper.
