Josh serves as an Associate Wealth Advisor for Midland Wealth Management in Effingham, Illinois. He supports the development of personalized financial strategies, working closely with clients and senior advisors to deliver planning-focused guidance across a range of financial needs.

Josh brings experience in financial consulting and client relationship management. He most recently served as a Vice President / Financial Consultant at Charles Schwab, where he worked with clients across asset levels, from emerging investors to high-net-worth households. His background includes financial planning, investment recommendations, and collaborating with estate and tax professionals to address complex client needs.