Josh Bergstrom

COO at Baker Wealth Strategies

Josh earned his undergraduate degree from the University of Maine and is currently working towards his Master’s Degree from the University of Denver. He lives in Fayetteville, Arkansas with his high school daughter Samantha. He also has a son in his freshman year at Drake University in Des Moines, IA.

As a 17-year veteran Josh has learned the importance of adaptability and flexibility. He serves as a COO for Baker Wealth Strategies and it’s affiliates along with the Law Office of Justin Baker. He is dedicated to bringing together the financial planning and estate planning elements needed for a smooth transition into retirement life.

Timeline

  • COO

    Current role