Josiah Kellogg
Josiah loves the process of collaborative & iterative financial planning as clients navigate the uncertainty that we all know as “Life.” He firmly believes that financial planning has the most power when advisors help clients clarify goals, develop plans to achieve them, and together take incremental action toward success.
Josiah has a Bachelor's degree in Business Finance & a Minor in Financial Planning from BYU-Idaho paired with experience in an array of Wealth Management Firms focused on retirees & pre-retirees. Josiah's expertise and focus is on detailed retirement planning, but he is also passionate about serving younger clients who are eager to build financial freedom for themselves & their families.
On weekends and early mornings Josiah strives to prioritize the important things in his life such as his faith, fitness, & family. His passions include elk hunting, hiking, skiing, and anything related to watersports.
contact Josiah
josiah@corepln.com
(541) 786-9230