As a Risk Specialist at Nations, Josh enjoys getting to know each advisor/representative and what makes their practice unique. He strives to maintain a service-based approach by working with advisors/representatives and finds value in problem-solving the day’s challenges, whether that be troubleshooting a trade or breaking down the most recent rules and regulations to help make operations more efficient.

A native of Cedar Rapids, Iowa, Josh graduated from the University of Iowa with a B.B.A in Finance. After spending summers working in both Alaska and Hawaii, Josh furthered his love of traveling by hiking the Inca Trail in Peru and visiting the Great Pyramids of Giza. His current goal is to see all Seven Wonders of the World, four of which he’s already achieved!

Josh holds his series 4, 24, 52, 53, 66, and 7 licenses.