Josh joined our Client Relations Team on December 2023 in coordination with Spencer Financial collaboration, Josh joined Spencer Financial in 2019, after working at Bank Liberty. While there, he held a couple of positions, finishing as a Customer Connect Specialist in which he was handpicked for the newly developed department. Josh was greatly involved in customer service, servicing accounts, and creative problem-solving within the bank. He earned his Undergraduate Degree in Financial Management from Northwest Missouri State University, the same alma mater as his parents. In his time there, he served through Campus Crusade for Christ, where he held multiple leadership roles.
As an Analyst, Josh assists the team through investment research, portfolio optimization and implementation, client and account servicing, and special projects. He assists Advisors during their meetings and enjoys building relationships alongside them. Josh also serves on the Spencer Financial Investment Research team.
Josh is married to Jodie, and they have a son, Gideon. Josh loves following local sports teams and traveling to Colorado with his family.
* Non-registered non-producing representative