Josh is a senior internal insurance specialist on Carson’s Advanced Solutions Team. Josh works closely with Carson Wealth advisors and Partner advisors to support their insurance needs, including the preparation, presentation and implementation of insurance for clients of the firm.
Josh works to ensure that our advisors have the best solutions to meet their clients’ needs in all areas of insurance. In doing so, Josh can help clients develop an insurance strategy to minimize risks in their financial plan.
Josh has worked in the insurance and financial industry over the last 10 years. Prior to joining Carson, Josh worked with an RIA firm in developing and implementing insurance strategies, working closely with advisors to help ensure that all options are looked and clients are best positioned to reduces risks associated with their financial strategy.
Josh attended Northwest Missouri State University, graduating in 2002 with a Bachelor of Science degree in Management Information Systems. Josh and his wife, Dawn, have three children: Brylie, Brayden and Barrett. Josh enjoys coaching his son’s baseball and football teams, and in his free time he enjoys traveling – though currently most of his traveling is to gymnastic meets or baseball tournaments with his family.
Non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC.