Josh Hervey

Client Service Associate

Josh is a Client Services Associate. He joined Strategic Financial Solutions in August of 2018 and is excited to be a part of the fantastic team assembled here. Josh is from Keosauqua, Iowa but now resides in Cedar Rapids with his wife Piper and their daughter Josephine.

He looks forward to working with clients to achieve their financial goals and providing the highest degree of personalized service possible. Josh believes that every interaction with a customer is important and he works to ensure that belief is reflected in his interactions with clients.

Josh graduated from Coe College, majoring in English. He has been involved in the securities industry since 2014 when he began working in the annuity division at the Transamerica Life Insurance Company.

His spare time is generally spent with his wife & daughter, following Hawkeye sports, reading history, or traveling. Having traveled to both Europe & South America, Josh someday hopes to have stepped foot on all seven continents.

During tax season, Josh volunteers his time with the Volunteer Income Tax Assistance program at the United Way of East Central Iowa. Providing free income tax preparation for low income individuals and families in the Cedar Rapids area allows him to give back to the community that has been so kind to him and his family.

Favorite Food: Tacos

Favorite Movie: Dr. Strangelove

Favorite Holiday: Christmas

Bucket List: Watch Iowa win a national championship in football

Place to visit: Istanbul

Phone (319) 730-1066
Fax (319) 362-2443