Community Involvement

Josh has always been passionate about giving back and making a positive impact in his community. Early in his tenure, Josh served on the Northwestern Mutual-Minneapolis Foundation (formerly CRG Foundation) as president for three years. He enjoyed building the Foundation from $18,000 to $75,000 per year in received contributions. Since his term ended, Josh has continued to support the Foundation and actively participates in other organizations, including the annual sacrifice of his looks to grow the “dreaded ‘stache” in support of Mens Health Movember.

Family photo
Thankful for Movember

In 2017, Josh accepted a position on the Board for the Leukemia and Lymphoma Society of Minnesota (LLS). One of his favorite projects has been participating in the Big Climb MPLS, a chip timed race to the top of the Capella Tower in downtown Minneapolis and rallying a team to climb stairs beside him. Over the last four years, Josh led a team from the Edina office who participated in climbing 53 flights. Each climber raised money that went directly to LLS. In 2016 and 2017, our Minneapolis Agency pledged $7,500 in sponsorship funds. In 2018, we raised a total of $7,875. February 2019 was the biggest year yet, with Northwestern Mutual Minneapolis Agency as the premier sponsor and 39 climbers raising and donating $28,000!

Group photo
Big Climb MPLS 2019

Another organization Josh loves to support- alongside his wife, Tina, is the Make-a-Wish Foundation. Tina is a former “Wish Granter” for the Minneapolis Chapter and while she no longer works directly for Make-a-Wish, Josh and Tina have continued to whole-heartedly support the cause. Each year, they participate in the Walk for Wishes, attend the Wish Ball, and fund a Wish. The joy they get to witness through this work is the ultimate reward!

Wish ball photo
Wish Ball 2018
Family photo
Annual Walk for Wishes 2018

Josh also signed on as Co-Lead for the Diversity and Inclusion Council for the Northwestern Mutual Minneapolis Agency. The Council was the first of its kind within the agency and formed in the Spring of 2018. The group serves the agency by building awareness and knowledge to create an environment that promotes individual authenticity that is respected, valued, and supported. Josh is grateful to lead by example, reinforcing the belief that our agency will only improve if every person is able to achieve their personal best. Through participation and facilitation of training, self-reflection, personal development and monthly council meetings, Josh is a change agent for the agency, the Edina office, and his own community.

Joshua Alan Oertli

Joshua Alan Oertli, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor


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