Joshua Mercurio - Josh joined Financial Resource Advisors in December 2014. He is a graduate of the University of Northern Iowa with a degree in economics (finance minor). His primary role is to partner with Mike Mercurio to review current investment portfolios, run retirement model simulations and keep abreast of ever changing investment opportunities. Josh also serves as an Analyst for FRA’s Investment Committee researching investments and making recommendations for changes to investment models. He is a licensed advisor who helps new investors get started planning for the long term. He places investment fund trades for Mike Mercurio, Mike Hulme and Tom Tjaden and fills the role of ‘Tech Guru’ for FRA.
Josh married his best friend, Alexandria, in April of 2015. They enjoy cooking and can make a mean batch of chicken tortilla soup. Josh and Alex have been fostering their two nephews and two nieces for the past 2+ years and are in the processing of becoming their legal parents. They are expecting a baby too, so by mid-2019 they will be parents of five! They are members of Trinity Bible Church.