Joshua P. Mersberger, CFP®, CRPC
Co-CEO / Co-COO / Registered Principal / Financial Advisor
May of 2009
Bachelors of Business Administration in Finance with an emphasis in Entrepreneurship from the University of Wisconsin Oshkosh (Summa Cum Laude)
Certified Financial Planner ® (CFP)
Chartered Retirement Planning Counselor® (CRPC)
Series 7, 24, 63, and 65
Life, Health, and Disability Insurance License
Financial Planning: Josh focuses on advising high net worth clients as their trusted advisor and helping them design and achieve their personal and retirement goals. Josh works diligently with clients on estate and tax planning as this is an area of planning that is often over-looked and is critical to the overall success of individuals’ personalized financial plans.
Wealth Management: Josh is also a member of the firms’ Investment Committee that is responsible for setting the overall investment strategy of the firm. Josh helps to implement and maintain the firm's investment strategies and the firm's proprietary advisory models.
Registered Principal: Josh also acts as the Registered Principal for the branch and his duties comprise of supervising the compliance efforts of the firm.
Strategic Firm Direction: As a member of the firm’s executive committee, Zach plays an integral role in setting the firm’s strategic direction and overseeing the firm’s daily operations.
- Past Habitat for Humanity Board Member
- Habitat for Humanity Volunteer
- Sheboygan County YMCA Board of Directors
- Marshview Conservation Club Member
Get to Know Me:
Josh lives in Mequon, WI with his wife Michelle, daughter Camilla, and their 2 dogs Mocha and Lani. In his spare time, Josh enjoys spending time with his family and watching his daughter Camilla experience new things. Josh is also an avid hunter, fisherman, downhill skier, and golfer.