Joshua Terrell

"I help my clients pursue their financial dreams through sound financial planning and exceptional customer service.”

In a world full of uncertainty my job is to help you focus on what is important to your financial future. I help my clients to build up a solid financial foundation and put a plan in place to help them achieve their long-term financial goals.

I am passionate about helping clients prepare for retirement and any other needs that may arise. While some advisors may boast about how much they can make you, it is almost never a truly achievable amount. Instead, my job is to listen to your goals and determine which risks you may or may not currently be facing. I will then work to boost your financial confidence through a strong financial plan that best benefits you.

I was born and raised in Warrensburg, Missouri. I then earned a bachelor’s degree in Finance with a minor in Economics from the University of Central Missouri, while receiving Cum Laude honors. Shortly after graduating I was hired full-time by Central Investment Advisors.

During my free time, I enjoy being with my family and friends. I also enjoy being as involved in the community as I can, especially as a coach of the local Warrensburg Swim team.