Background
Josef’s top priority is to provide client-focused customer care. He approaches every task with the client’s needs in mind. As the Director of Investment Services, he collaborates with families and individuals to develop comprehensive financial plans and strategies, as well as provide personalized investment advice and recommendations, resulting in successful management and growth of their wealth.
On the day-to-day, Josef is responsible for conducting detailed financial reviews and analyses, investment product research and analysis, and account changes and updates. He cultivates strong client relationships by providing exceptional service and being readily available to address their financial needs.
Josef has worked in the investment industry since 2016 and is currently earning his MBA with a specialty in Finance. He has been an interest group lead for Omaha Venture Group since 2021.
Outside of work, Josef enjoys running marathons, golfing, traveling with his wife, Laura, and spending time with their dogs, Mabel and Arthur.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies