Joshua S. Email and Phone Number

• Create and present holistic approaches to members financial situations• Develop personalized retirement and spending plans ranging from $100- $2,500,000 to make sure the member is guided and advised to better their financial situation no matter the size of accounts• Maintain up to date certifications, along with all rules and regulations with credit union standards • Recommend all services to make the holistic approached (Investments, Trust Services, Insurance, and Retirement)/ work along with and interdisciplinary team to provide the best resources for the member

• Work as a member of a two person ALS team• Provide advanced pre-hospital care to the medically ill and traumatized• Award recipient of life saving award 6 times. • Serve as Paramedic crew chief overseeing all task completed on ALS unit for 24-hour period

• Managed, led, and mentored six different offices and employees to achieve client retention for over 1000 clients and 10% profitable growth year over year• Maintained up to date knowledge of ever-changing tax laws to maximize clients refunds and decrease tax responsibility. • Respected customers privacy by maintaining strict confidentiality and upholding all HIPPA Laws• Developed and Led plans to achieve profitability of accounts of over $600,000 by staying on budget and achieving marketing goals.• Swiftly and successfully resolved all conflicts to result in customer satisfaction ratings greater than 90% every year