Josh Larson, CFP®

Wealth Advisor

Josh Larson views planning as a puzzle, with every client having a personalized image they want to create. He enjoys working with clients to help discover, shape, and position each piece perfectly, keeping their vision in mind. Josh and other Financial Planning Committee members ensure clients across the firm receive the best advice possible by continually improving upon the resources, information, and thought leadership that drive financial planning decisions.

Prior to joining the firm in the fall of 2017, Josh worked for over five years with a financial planning firm in the Chicagoland area. He graduated from Aurora University with degrees in Accounting and Business. In 2015, Josh became a CERTIFIED FINANCIAL PLANNER™ professional.


Discover more about how we can help you enjoy a full life.