Josh Hawkins, CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®, WMCP®, AEP®
Partner | Vice President of Financial Planning
Josh is a Partner and Certified Financial Planner (CFP®), bringing 13 years of industry experience to our team. His role involves gathering and analyzing information from clients to construct personalized financial plans. A significant part of his expertise lies in helping clients transition smoothly into retirement, coordinating their various accounts and income sources to ensure a cohesive retirement strategy. You’ll primarily interact with Josh during the initial design of your plan and at each ongoing review.
Originally from Woodbury, Minnesota, Josh graduated from the College of Saint Scholastica with degrees in Finance and Management. He lives in Woodbury with his wife, Emily, and their two children, Hudson and Sydney.