Why One Life?
What I love about One Life is the unique values-based approach to developing a financial plan. Our process aims to help maximize the quality of life and financial peace of mind for every client we serve. As a part of the One Life team, I get to live out my passion to cultivate a culture of radical transparency in the financial lives of our clients and help them discover the freedom that can come from embracing reality.
Adventure, Integrity, Enthusiasm, Industrious
Josh specializes in managing portfolios at One Life Financial and has a deep technical understanding of how to research and trade portfolios in accordance with each client’s needs and plan. Josh works with clients to organize and prepare for planning meetings, researches investment options within company retirement plans and 529 plans, and works alongside clients to implement their desired portfolio strategy.
Contact Josh when you need assistance in the following areas:
Financial plan development & updates
- Adjusting plan goals and assumptions
- Plan reports (net worth, projections, insurance summaries, etc.)
External account research
- Company Retirement Plans (401k, 403b, etc)
- Education Accounts
Assets Under Management support
- Account withdrawals
- Setup and adjusting systematic savings
- Trade requests
Josh grew up on a dairy farm in Northfield, MN where he learned things like picking rocks, stacking hay, and starting a picture-worthy campfire.
Since then, Josh has traveled to 20 countries on 5 continents, he’s consulted global banks on asset-based securitization portfolios, and he’s assisted startup companies in setting up accounting and technology systems.
Whether exploring Machu Picchu or optimizing a financial process, Josh approaches interactions with a genuine, relatable presence.
Josh started working with One Life in January of 2018; he brings a fresh perspective to the financial planning process and works effortlessly to help optimize the client experience.