portrait of Josh Vehring

About Josh

I was raised to understand the value of a dollar and the value of hard work. My parents were not high-wage earners, so from a young age, I had to understand trade-offs and how to make the most with what I had. It is this, paired with a desire to help and work with people, that led me to being a financial advisor.

I am passionate about helping clients and their families flourish and do things they didn't know or think were possible. I take the time to understand what is important to clients: their families, values and goals. With...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances

Work History

  • Edward JonesJuly 2007 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Michigan Technological UnivCertificate
  • Michigan Technological UnivBachelor of Business Admin

Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Skiing
  • Hockey
  • Fishing

Team Members

  • Ryan Carmichael
    Associate Financial Advisor
  • Tifanie Nielsen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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