portrait of Joshua Fossnock

About Joshua

Are you looking for custom investing and financial strategies? Strategies that are unique to you and your situation? Are you not sure where you are today or how exactly to get to where you want to be? Are your strategies tax efficient? If you find yourself pondering these questions, you're in the right place.

I became a financial advisor to help improve the lives of those we serve and their families. In 2022, I earned the CERTIFIED FINANCIAL PLANNER™ certification. I pride myself on partnering with your tax and legal professionals in executing tax-efficient investing, income and estate strategies.

When...

Focus Areas

  • Corporate Executives
  • Manufacturing Professionals
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Purdue Univ - West LafayetteBachelor of Science

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Real Estate
  • Community Outreach
  • Podcasts

Team Members

  • Leah Borntrager
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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