2 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Josiah joined CAPTRUST in 2023 from QA Wealth Management, and he serves as a vice president and financial advisor. Josiah serves a diverse array of QA clients, including Big Four professionals, small-business owners, and corporate executives. He seeks to build sound financial plans that bring clarity and direction to his clients so they can make wise decisions. Beyond financial plans and investments, Josiah loves building relationships and strives to get to know clients on a deeper level.
Josiah holds a Bachelor of Arts in history from the University of Minnesota Twin Cities and enjoys giving back by serving on the board of his high school alma mater, Hillcrest Lutheran Academy in Fergus Falls, Minnesota. Outside of work, he enjoys being active and spending time with his four sons and his wife, Lauren; playing sports; appreciating nature; and doing yardwork.