Josh joined Spencer Financial in 2019 after beginning his career at Bank Liberty, where he held several roles before being selected for a newly developed Customer Connect Specialist position. In that role, he focused on customer service, account management, and creative problem-solving. He earned his degree in Financial Management from Northwest Missouri State University, the same alma mater as his parents. During college, Josh was actively involved with Campus Crusade for Christ, serving in multiple leadership roles.
As a Financial Advisor & Analyst, Josh helps clients identify and pursue their financial goals through personalized financial planning and investment strategies. He also supports the Spencer Financial team through investment research, portfolio optimization and implementation, client service, and account management. Josh holds Series 7 and 66 securities registrations and serves on the Spencer Financial Investment Research team.
Josh and his wife, Jodie, have been married since 2016 and have two sons, Gideon and Benji. Outside of work, he enjoys following local sports teams, spending time outdoors with his family, and traveling to Colorado and Alaska whenever possible.