Josh Timpe

Josh Timpe, ChFC®, began their investment career in 2023 after a successful tenure in manufacturing, where they played a key role in guiding a small company through its IPO and building a compliance department. At Ergomotion, they served in various roles, including Product Compliance Manager and Regulatory Compliance Manager, contributing significantly to the company's growth. Currently, Josh works as a Financial Advisor at both Stifel Financial Corp. and Merrill Lynch Wealth Management, focusing on simplifying equity compensation for Millennials and Gen Z. With a passion for economics and helping others, Josh aims to impact lives through financial guidance while enjoying time with their family and remaining active in the rugby community.