JOSH BERGSMA, WEALTH ADVISOR & INVESTMENT OPERATIONS OFFICER

After graduating from Calvin College with a bachelor’s degree in Business Finance in 2013, I accepted a position with a local financial planner. The in-depth experience I gained from this position has been instrumental in my role at Vision, where I became a member of the team in 2015.

I have always been interested in the investment world, and being able to spend my time at work assisting clients in navigating tough topics like retirement savings and estate planning is something I find very rewarding. I love that I get to work in close proximity to the other great advisors here at Vision and continually share new ideas.

When I’m not at the office, I enjoy spending time with my amazing wife, Emily. In 2018, we grew our family to three with our son, Weston. We love to travel together and mark new places off of our bucket list. Entertaining friends around our pool is one of our favorite summer activities, but you might also find me at the shooting range or tennis court.