Growing up in his family’s rural Minnesota well-drilling business, Josh learned the value of hard work, integrity, and humility. At Perspective Wealth Advisors, he combines that blue-collar foundation with professional expertise, holding the CFA charter alongside both an undergraduate degree in Finance and an MBA from Concordia University of Wisconsin.
Bringing years of experience in the wealth management industry, Josh is dedicated to helping clients navigate their financial futures with confidence and peace of mind. What makes his role fulfilling is a shared commitment to Christian stewardship. By aligning investment strategies with timeless principles of responsibility and charity, he strives to help clients leave a lasting impact for their families and communities.
Josh’s life is anchored by his faith, his family, and the outdoors. When not working or spending time with his wife and daughter, extended family, or their church community, you can find him hunting, fishing, playing guitar, or reading.
Once we talk, you’ll see the difference.
95% of people become ongoing clients after consult.
This figure is based on internal firm data for consults conducted between January 2025 and December 2025. Individual decisions to engage our firm vary based on personal circumstances. Past engagement rates are not indicative of future results and should not be construed as a guarantee of client experience.