Experience: Josh is a 2024 graduate of the University of Nebraska-Lincoln with a bachelor’s degree in finance and minor in accounting. He was a member of Beta Theta Pi and was heavily involved with The Experience Company, their fraternity owned non-profit. Josh joined inSOURCE in May 2022 as an intern, and has since embarked on the journey of becoming a financial advisor. He focuses primarily on retirement planning and comprehensive financial planning. He currently holds his SIE and Series 7 Securities Registrations.
About: Josh is originally from Lincoln, Nebraska. When he is not assisting clients, he can be found golfing, hunting, or traveling. He recently got to cross off a bucket list item after a golf trip to Ireland with his family last summer.
Location: La Vista/Lincoln
Motto: “If the plan doesn’t work, change the plan, not the goal.”