Josh Isherwood
FINANCIAL CONSULTANT REGISTERED PRINCIPAL
Josh grew up and graduated from high school in Lincoln, Nebraska. He attended the University of Nebraska-Lincoln where he received a Bachelor's Degree in Finance. He joined Tagge Rutherford in the summer of 2019 to be the firm's Compliance Officer. Josh has served several roles for the company and oversees all business operations. Josh's current role is Branch Manager as well as being a Financial Consultant for Tagge Rutherford.
Recognizing that each client has individual needs, Josh dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
Outside of work, Josh enjoys staying active by participating in basketball and softball leagues, spending quality time with family, and enjoying the outdoors as much as the weather permits. Most importantly, Josh enjoys traveling and spending time with his wife, Payton, his son, Cameron, & their two rescue dogs, Murphy and Cooper.
Josh holds the following licenses and registrations:
- Series 7 - General Securities Representative
- Series 24 - General Securities Principal
- Series 63 - Uniform Securities Agent
- Series 66 - Uniform Investment Adviser
- Licensed Life & Health Insurance Agent