Joshua R. Carstens is committed to delivering sound financial guidance and exceptional client service, always prioritizing the best interests of those he serves. As a Certified Financial Planner™ professional, Josh builds long-term relationships founded on trust, integrity, and a deep respect for each client’s individual goals.
With nearly three decades of experience in the financial services industry, Josh specializes in comprehensive financial planning, including expense management, retirement strategies, risk mitigation, and wealth preservation. He recognizes that every client’s financial journey is unique and takes the time to understand their full financial picture. Leveraging the robust tools and resources available through Baird, he crafts personalized wealth management solutions tailored to each client’s needs.
Josh earned his Bachelor of Science in Finance and Banking from Buena Vista University in Iowa in 1998. He began his career in the trust department at Bankers Trust and, in 2005, relocated to Peoria, Illinois, where he joined Todd Nethery as a Financial Planner. In 2015, the Nethery team became part of Robert W. Baird & Co., and they recently moved their office to Peoria Heights, Illinois.
Josh holds FINRA Series 7, 63, and 65 licenses, and obtained his CFP® certification in 2016. He is also licensed in annuity, life, health, and long-term care insurance.
Josh resides in Washington, Illinois, with his wife Mylissa and their dog, Rocky. Josh is involved with Peoria Production Solutions as a member on the finance committee. Outside of work, he enjoys golfing, watching sports, and traveling with his wife.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.