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Josh Rice, LUTCF

Josh Rice, LUTCF

President & Investment Advisor Representative

1089 Jordan Creek Pkwy, Suite 190
West Des Moines, IA  50266



Josh has been in the financial services business for over 20 years.  Determined to help clients set up a plan to live the retirement they imagined and experience financial security through all life transitions, Josh and his clients work through a master financial plan that is designed specifically for each client and their goals. Frequent communication keep everyone on the same page.

Josh lives in Waukee with his wife, Kendra and two sons, Colin & Tate.  Outside of the office you’ll find Josh cheering on his kids at their sporting events, swinging his golf club on the course, taking advantage of the many local bike trails, attending concerts and enjoying the outdoors.

Currently, Josh serves on the board of NAIFA (National Association of Insurance & Financial Advisors) Central Iowa, volunteers with Junior Achievement of Central Iowa and is active with a local business entrepreneur organization.

Previously, Josh served as the president of NAIFA Cedar Rapids and Panther Scholarship Board Member.  Josh has achieved New Rep of the Year from Transamerica Agency Network, Fortunaires Club, VIP Club and Presidents cabinet.