Josh joined SNBT’s Wealth Management Department in 2017 after obtaining his Bachelor of Business Administration degree from the University of Wisconsin – Green Bay. In addition to serving clients with retirement and investment accounts, he specializes in trust and estate administration and works closely with clients and their legal professionals to help ensure estate planning needs are met in consideration of their short-term and long-term goals.
Josh is a graduate of Cannon Financial Institute’s Personal Trust School, a three-year intensive training program in the areas of estate planning, trust administration, taxation, investments, and insurance. As a graduate of the Marinette Menominee Area Chamber of Commerce’s Community Leadership Academy, he is committed to seeing our communities thrive and has dedicated time to learning about various local institutions, organizations, and businesses, particularly with relation to the strengths they offer and challenges they face.
As a lifelong resident of Marinette and Menominee counties, Josh appreciates the great deal of activities that our communities have to offer. Outside of work, he enjoys traveling with his wife, volunteering, reading, and cheering on his favorite sports teams.
Credentials
- Certified Trust and Fiduciary Advisor (CTFA)
- Bachelor of Business Administration degree from the University of Wisconsin - Green Bay
- Graduate of Cannon Financial Institute's Personal Trust School I, II, and III
- Graduate of Marinette Menominee Area Chamber of Commerce Community Leadership Academy