Josh Banwart, CFP^®, ChFC^®, RICP^®, CLTC

Josh is married to Jenny and they have 3 children, Theo, Eli and Vivian. Josh and his family reside in Lees Summit, Missouri. Josh has been in the industry for nearing a decade. The entrepreneurial aspect of running and developing the practice is a passion of his. Josh's clients are generally successful business owners, executives with complex benefit plans and nearing or newly retired individuals and families. He is in pursuit of new designations so that he can keep skills sharp and serve his clients well. 

FINRA Series 7, 6 and 63 securities registrations

Life and Health Insurance license