Joshua Winter

Financial Advisor

Joshua recently began his Financial Advising career after working in the automotive and telecommunications industry for nearly 15 years. Joshua has been very passionate about the financial advising industry for nearly 20 years and finally pursued that passion by becoming a financial advisor. Joshua, his wife, Jenna, and their daughter, Lena, live in Plover, WI where they have lived for 10+ years. In his spare time, he enjoys traveling with Jenna and Lena, watching sports, hunting, and spending time with his family and friends.

As a Financial Advisor, Joshua is dedicated to helping his clients/businesses gain confidence with their vision for their financial future by helping them set/create both short- and long-term goals and how to incorporate that into their daily lives.

Joshua can aid in your financial future by offering the following products and services:

Wealth Management
Retirement Planning
Asset Protection
Wealth Transfer Options
401k/Qualified Retirement Plans
Life Insurance
Long Term Care Insurance
Group Insurance
Health Insurance
Accident/Disability Income Insurance
Fixed & Variable Annuities

715-482-0388 Direct Phone
715-298-3826 Fax Number


3530 Stewart Avenue
Wausau WI 54401