Josh Lusk is a financial advisor and founder of The Lusk Office. He originally entered the business because of a fascination with markets and the idea of owning pieces of companies around the world. Over time, however, the planning side of the business became what he enjoys most.
Josh believes no two people define retirement the same way. He enjoys helping clients figure out what they want retirement to look like, understand the decisions in front of them, and build a plan that reflects their own goals.
Much of Josh's approach comes down to making complicated financial decisions easier to understand. He believes clients should be able to ask questions without feeling intimidated and leave a conversation understanding what they are doing and why. His style is straightforward, practical, and conversational, often using everyday examples and analogies to make complex ideas easier to follow.
The relationships built along the way are one of the most rewarding parts of the work for Josh. He considers it one of the highest compliments when a client trusts him enough to introduce a friend, coworker, or family member to the office.
Josh especially enjoys working with hardworking people who have spent years building a career, saving consistently, and building a solid financial foundation over time. He wants clients to find him approachable, knowledgeable, and reliable, and to know that the relationship extends well beyond an annual review.
Outside the office, Josh's life centers around family, work, and staying active. His work ethic was shaped in large part by his father, and throughout his life he has intentionally surrounded himself with successful businesspeople who have influenced the way he thinks and works. He enjoys spending time with his family, working around the farm, traveling, and being with friends. Sitting still has never really been his style.