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Personalized Financial Guidance: Local, Fiduciary, and Holistic Support 00:10:00

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Josh attended Eastern Illinois University, where he earned a degree in Finance with a specialization in financial planning. After working for 3 years with a regional wealth management firm, Josh joined Bluestem in early 2014 and discovered his passion doing fee-only financial planning. Josh is a CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent and NAPFA Registered Financial Advisor.

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