Our Team

Josiah serves and advises clients as a part of Palisade’s Client Relationship team. Through a deep understanding of his clients and their needs, he provides a customized, comprehensive, and distinct level of service. He truly enjoys getting to know the stories of the individuals and families he works with.

Before joining Palisade, Josiah was a Vice President and Financial Advisor at CAPTRUST where he helped individuals, including small business owners and corporate executives, and families plan and achieve their financial goals. Prior to his time in personal finance, Josiah spent a decade working in corporate finance and marketing roles at UnitedHealthGroup.

Josiah is a CERTIFIED FINANCIALPLANNER™ professional and earned a BA in History from the University of Minnesota, Twin Cities.