Josh earned a B.A. in Psychology from Seattle University in 2008 and married his wife, Christina, in Seattle in 2010. A native of Great Falls, Josh moved back to his hometown to partner as a financial advisor with his father, Tom. Since then, Josh and Christina have added two girls, Eliza and Charlotte, and one giant dog named Ullr. As a family, they enjoy spending time outdoors and experiencing all that Montana has to offer, including hunting, fishing, hiking, and skiing. In 2023, Josh achieved his Certified Exit Planning Advisor (CEPA) as well as his National Social Security Advisor (NSSA) certifications.
Kasandra began her finance and banking career in 2008 as a Teller and worked her way up to Service Manager. Born and raised in Great Falls, Kasandra married her high school sweetheart, Drew, in 2011 and they now have three daughters – Izzy, Stella, and Sutton – and one son named Soren. Kasandra enjoys spending time with her husband and kids by going on camping trips, swimming, attending barbecues, going on walks, and having fun at the park.
