Broker Check
Joshua Mathias AIF®

Joshua Mathias AIF®

Partner/Financial Advisor

Joshua has been in the investment and financial services industry since 2000. Building upon his previous experience as Market Director for a global asset management company, Joshua is passionate about sharing his experiences and knowledge to provide comprehensive financial planning for his clients in their different stages of life.

Throughout Joshua’s work in the financial industry, he has always felt that service and communication are the most important pillars to success. His unique ability to listen, analyze, and communicate is crucial to providing this commitment to each client.

Coming from the country’s Midwest, Joshua’s strong family values and roots are carried over into his “treat every client as family” approach. He is pleased to have called Chandler home since July of 2010. Joshua enjoys traveling globally with his wife, Kate, and their three children, Chase, Carter, and Jillian.

Joshua is a six-time Division I All-American in Men’s Swimming at the University of Nebraska – Lincoln. Joshua also earned an All – Academic Team Award. He was a 2000 Olympic Trial Qualifier. Joshua likes to be involved in his community, and coached Valley High School Swim Team to a state championship in 2004, where he was named High School Coach of the Year.

Designations, Education & Registrations

  • Earned the designation of Accredited Investment Fiduciary (AIF®)
  • Series 7 – General Securities Representative Registration
  • Series 63 – Uniform Securities Agent State Law Registration
  • Series 65 – Uniform Investment Advisor Law Examination
  • Series 24 – General Securities Principal Examination
  • Life, Health, and Annuity License
  • Former Market Director, Principal Global Asset Management 2010-2023
  • Graduated University of Nebraska – Lincoln May 2000