Wealth Designed. Life Defined.
Joshua is a Certified Financial Planner – a designation he made the decision to pursue while doing an internship within the financial planning industry in college. A graduate of the University of Wisconsin-Platteville, Joshua is highly disciplined and considers attaining his CFP® to be among his highest accomplishments.
Though he originally set out to earn a degree in Biblical Studies, Joshua’s passion for financial planning led him to change directions and earn a degree in Business. Nowadays, both he and his wife, Grace, are active in their local church community.
An avid outdoorsman and podcast enthusiast, Joshua understands the importance of setting aside time and resources to pursue interests for a balanced life. His inquisitive nature and impressive work ethic have helped him succeed in his role as a Financial Advisor at Carson Wealth in Cedar Rapids.
Request an appointment with Joshua or one of our other advisors to discover what a thoughtful, disciplined approach to your personal finances can do.
Josh also offers advisory services through Cetera Advisor Networks LLC, a registered Investment adviser.
“Discipline equals freedom” – Jocko Willink
If you could meet anyone, past or present, it would be:
One of my Grandparents that immigrated to the U.S.
Attaining my CFP.
The ‘Dark Knight’ series
Favorite TV show:
It’s Always Sunny in Philidephia
What motivates you?
4th of July
Place you’d most like to visit: