Joshua P. Mersberger, CFP®, CRPC

Co-CEO / Co-COO / Registered Principal / Financial Advisor

Certified Financial Planner® (CFP)
Chartered Retirement Planning Counselor® (CRPC)
Series 7, 24, 63, and 65
Life, Health, and Disability Insurance License

Education

Bachelors of Business Administration in Finance with an emphasis in Entrepreneurship from the University of Wisconsin Oshkosh (Summa Cum Laude)

Joined

May of 2009

Specialty

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 overlooked 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, Josh plays an integral role in setting the firm’s strategic direction and overseeing the firm’s daily operations.

Community Involvement
  • Habitat for Humanity Volunteer
  • Sheboygan County YMCA Board of Directors
  • Marshview Conservation Club Member
Get to Know Me

Josh lives with his wife Michelle, daughter Camilla, and their 3 dogs. 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.

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