Josh is a graduate of the David Eccles School of Business at the University of Utah, with a degree in Business Finance. He has been with Trek Financial since 2012 and has worked in the financial industry since 2009. As a CERTIFIED FINANCIAL PLANNER™ Professional, Josh works closely with clients developing custom financial plans to help them achieve their financial goals. He focuses on investment management, education funding, retirement planning, and the strategic use of insurance to protect individuals and their families.

Josh was raised in Park City, Utah where he gained a love for the mountains. He enjoys spending time skiing, boating, mountain biking, hiking, and backpacking. He is an active participant in his church and enjoys serving others. Josh and his wife Jentry currently reside in Heber City, UT with their daughter and three sons.

See this advisor’s status, SEC Advisor Info