Josie joined our firm in December 2024 as a paraplanner.
Her areas of focus include:
- Working with advisors, helping research investments, and individual securities
- Assisting our retirement plan trustees to enroll eligible participants and keep plans compliant with ERISA guidelines
- Collaborating with advisors to help them build financial plans that guide our clients to the path of success in retirement
In her free time, Josie enjoys spending time on the water (whenever it's not frozen), watching new TV shows and movies, and staying active by teaching classes as a fitness instructor.
Josie has a Bachelor of Science in Global Health with a minor in Business from the University of Wisconsin-Madison.