Joshua Yost, President of Oakeson Steiner Wealth & Retirement, has been with the company since 2008. He assumed the position of Managing partner in 2018, transitioning leadership from the firm’s founding partners.
Josh is a financial adviser and he works with wealth management and retirement plan clients, helping create strategic opportunities for each client to maximize their wealth. He started with the company on the Retirement Plan Team. He has earned the AIF (Accredited Investment Fiduciary), PPC (Professional Plan Consultant) and CRPS (Certified Retirement Plan Specialist) to become a better advocate for retirement plan sponsors.
Josh has led Oakeson Steiner through a period of growth and expansion, with a focus on delivery of high-quality holistic advice to clients. He has spearheaded several strategic initiatives that have helped the firm improve its operations, increase market share, and expand service offerings.
Josh and his wife Amy enjoy traveling together in their spare time.