Josh grew up in a small, southwestern Minnesota town with his three other brothers. He learned at an early age the values of hard work, family, and financial accountability.

Knowing he wanted to pursue a career in finance, Josh enrolled in the GR Herberger College of Business' finance program at St. Cloud State University. During his college tenure, he realized his desire to help people, and he feels very fortunate that he has been able to find a career that satisfies both of these passions.

Josh enjoys sports – particularly basketball, golf, and running. He has been an "ultra" team participant in the Ragnar Run for the past six years, with this August marking his seventh race. The overnight, 200-mile, running relay follows the Mississippi River from Winona, MN to Minneapolis, MN. Josh also hopes to qualify for the Boston Marathon next year. To see what other events Josh has participated in that support philanthropic causes, visit his Community Involvement page.

Josh and Tina welcomed their second son, Harrison, in May of 2017. Their oldest, Adrian, loves his little brother! They are both very happy, energetic boys and bring Josh and Tina a lot of joy.   



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

Wealth Management Advisor


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