Josh Selzer
Senior Vice President, Financial Advisor
MBA, JD
Office Information
Contact Josh
Team Office
Josh’s Locations
Overland Park, KS 66210 (913) 386-7785
About Josh
For more than 20 years, Josh Selzer has helped clients bring clarity and discipline to their financial lives. With a background in investment management, tax planning, and estate strategies, he creates evidence based plans intended to help clients pursue their long term goals. Josh works closely with individuals, families, business owners, and institutions, serving as an educator and guide as they work toward financial independence—sometimes even making work optional.
Josh previously taught Applied Portfolio Management at the University of Kansas and began his career as a trader, analyst, and hedge fund portfolio manager.
Education
- MBA, JD
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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