Josh Hervey

Josh Hervey

Client Service Associate

Personal Profile
Josh enjoys working with their advisors to help clients work towards reaching their financial goals and providing a high degree of personalized service. He believes that every interaction with a customer is important and he works to ensure that belief is reflected in his interactions with clients.

Josh specializes in providing a quality customer experience for all our clients. Josh is in direct communication with our clients and helps with the processing of trades and transactions. Josh also specializes in creating financial reports and servicing for our clients.

Education and Honors
Coe College

  • Bachelor’s Degree in English

Professional Accreditations

  • Series 6 and 63 Securities Registrations
  • 9 years' financial service industry experience

Interests and Hobbies
His spare time is generally spent with his wife & daughter, following Hawkeye sports, reading history, or traveling. Having traveled to both Europe & South America, Josh someday hopes to have stepped foot on all seven continents.

Favorite Food: Tacos
Favorite Movie: Dr. Strangelove
Favorite Holiday: Christmas
Bucket List: Watch Iowa win a national championship in football
Place to visit: Istanbul