Our Story...

Founder Josh Preiser is an Independent Insurance Agent, Investment Advisor Representative and General Securities Principal. He has a Bachelors degree in Economics, an MBA, and more than 15 years professional experience in the Financial Services industry. Josh has served as an Instructor of both Economics and Personal Financial Management at Northcentral Technical College and sat on the Board of Directors of the Great Northern Blues Society - a nonprofit organization that promotes music education and awareness. He is a lifelong resident of Wisconsin, and currently lives with his wife Rachel and their two dogs in Wausau.

Josh started in this business with the idea that the concepts of personal finance are important for everyone. He believes that the only way people can be assured a financial professional has their best interests at heart is to work in a straight forward, consultative model. He is a fiduciary that strives to work together with clients to find the best, most cost effective solutions to meet their objectives.

Licenses: Life and Health Insurance; FINRA Series 7, 63, 65 and 24.
Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity - Member FINRA and SIPC