Josh Jerele, CFP®
Senior Financial Advisor, Vice President
As a Wealth Advisor, Josh is passionate about simplifying the financial world for his clients and connecting their unique goals and values with a personalized solution. Josh supports clients by leveraging his knowledge and experience to create solutions for tax-friendly retirement distributions, estate planning, charitable giving, and legacy concerns. He is committed to helping educate clients with specific tools they need to ensure their family values are reflected in their finances.
Born and raised in Columbus, OH, Josh holds a bachelor’s degree in finance from Taylor University in Indiana. Josh worked as a Portfolio Advisor in Fort Wayne, IN, before joining UBS Private Wealth in Denver, CO. From there, he joined an RIA as a Wealth Advisor, where Josh continued to build on his extensive experience working with business owners, executives, and ultra-high-net-worth families. He now incorporates those past experiences to advise clients here at Summit Wealth Group.
Josh cares deeply about his clients and in building meaningful relationships with them. He strives to understand their passions, goals, and concerns to assist them in connecting those to their finances.
When he is not serving his clients, Josh spends time with his wife, Jillian, and their two daughters, Maggie and Claire. Josh enjoys all that Colorado has to offer, including hiking, skiing, golfing, and fly-fishing. Together as a family, they love being outside, cheering on their favorite football teams, and doing house remodeling projects.