financial planner quarterback uses experienced team approach

Josh Pierce


“I’ve had an interest in finance from a young age. I was an intense budgeter in high school and my career was arguably started when I won my FFA chapter’s Star Agribusiness award from my rigorous analysis and implementation of my agribusinesses. Through college, I continued this passion with a major in Agribusiness and a focus on farm and ranch management, but it wasn’t enough. I pursued a minor in finance and began managing my own investment account analyzing and trading various investments. This allowed me to put to use the analysis techniques that I was learning in the classroom setting.


While in college, I was accepted to one of the top ten internships¹ in the finance industry where I began learning the retail-finance and insurance industry, as well as successfully completing the internship. I was offered a position upon graduation and was enrolled in one of the top sales schools² in the finance and insurance industry.


After moving to Gillette in 2016, I joined the banking industry to further my learning and understanding of finance. In 2017, I evolved into a dual position as a commercial loan officer and wealth management advisor to be able to continue to pursue my passions with helping people manage their money. In 2019, I opened my own firm to be able to use all the knowledge and experience gained through the various positions I’ve served, to truly give my clients the best possible experience – one I would be happy to serve my own family with!”


Josh currently lives in Rozet, Wyoming with his beautiful wife Sarah and his two dogs, three horses, and a cat. In his spare time, he helps out at several local cattle ranches, plays pedal steel guitar in a local band, enjoys team roping, hunting, fishing, golfing, and CrossFit training.

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Investment Advisory Services offered through TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080. 

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