Request a No-Cost Consultation
Toll Free: (888) 770-0004
Phone: (303) 770-7078
Josh Taylor, CFP©, CLU
Email Josh
Education
Bachelors of Science Degree Agricultural Economics
University of Nebraska – Lincoln, Nebraska
Certified Financial Planner Designation
Certified Financial Planner, Board of Standards, Inc. – Denver, Colorado
Chartered Life Underwriter Designation
American College – Bryn Mawr, Pennsylvania
About
For more than 25 years Josh has been helping businesses and individuals with protect themselves by implementing various insurance management techniques and investment consulting. Because of Josh’s unique and diverse background he can bring a unique perspective to your financial outlook that will help you achieve your goals.
Raised on a farm in southwest Nebraska, Josh learned the values of hard work, honesty and personal initiative through his parents, teachers and coaches. Those values serve him and his clients well today.
Away from the office, Josh spends time with his family, volunteers at his church, and is an avid cyclist. He has held various leadership positions with the the International Christian Cycling Club, and has served as the co-organizer for the annual Wheels of Thunder Classic Cycle Race, and was the co-chairman for Pedal 4A Purpose cycling fundraiser. Being a diehard Husker fan he also enjoys sports, as well as woodworking, reading, writing, hunting, and a variety of other activities.