Josh Plank was recruited to WestPoint Financial Group in 2002 upon earning a degree in Finance from Butler University. He sought to join a premier firm in Indianapolis, and to work in a capacity that would leverage his natural ability to connect with people. As a financial advisor at WestPoint, he would have the opportunity to do both.
Over a decade later, and now a partner in the firm, Josh feels the decision was the right one for him. Looking back on the early years of his practice, he acknowledges how much effort it took to establish a firm foundation. But like many successful entrepreneurs, he was motivated by a vision, and put in the necessary time to get his business off to a strong start.
The experience provides him with a personal connection to the business owners whom he counts as clients today. “Business owners care deeply about their businesses: almost all of their thought and energy goes into the business,” says Josh. “I enjoy working with them because they know they need help and there are lots of opportunities for planning.”
Josh focuses much of his practice on helping entrepreneurs with business succession strategies. He also counts many physicians and local farmers as clients. “Doctors and farmers are small business owners, too,” he points out. Josh enjoys meeting with people, listening to their stories and helping them work toward achieving their goals.
Josh believes in continuing to educate himself in his chosen field, and has pursued several industry designations. He obtained the CFP® designation in 2007. He is also a Certified Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
A steadfast Butler fan, Josh is loyal to his alma mater and makes sure not to miss any basketball games. He is also a big fan of the Indianapolis Colts. He and his wife, Erin, reside in Zionsville, Indiana with their young children.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies