Joshua Davis

Josh launched his career in financial services in 2001 and brings a diverse background spanning roles as a Financial Advisor, Sales Manager, Hedge Fund Wholesaler, Investment Specialist and Director of Integrated Solutions. This breadth allows Josh to bridge strategy and execution, helping clients evaluate their current financial picture and align it with clearly defined priorities and long-term objectives.

In his current role with Wealth Enhancement, Josh works closely with clients to understand their priorities, evaluate their current financial picture, and develop tailored plans with clear, actionable recommendations. He combines disciplined analysis with a relationship-first approach, giving clients confidence as they make important financial decisions. Influenced early on by his mother’s long career as a financial advisor and shaped further by his experience as a special needs father, Josh brings a deep appreciation for the role thoughtful planning plays beyond just wealth accumulation. He works closely with Wealth Enhancement’s advisory teams to ensure clients are well positioned for ongoing guidance and support.

Outside the office, Josh and his wife, Brittney, have three sons and live in Oregon City, Oregon. He enjoys traveling with his family and playing golf. At one time, he worked as a commercial fisherman in Alaska.