Meet Joshua Packman: Financial Advisor
Meet Joshua (Josh) Packman, one of our financial advisors with Together Retirement and Investment Services—a personal financial planning service available through the credit union. Josh comes from a financial planning family—you could say it’s in his blood. As a second generational financial advisor in the credit union industry, his start in the financial management world comes from his father, who got him interested in financial planning.
Five Quick Facts About Josh:
-He was born and raised in St. Louis. Attended Parkway North High School. (Go Vikings)
-Married to wife, Allison. She’s a chemical engineer for a soda company.
-Graduated from Mizzou with a financial planning degree.
-His hobbies include: playing guitar, camping, fishing, kayaking, rock climbing, boxing and martial arts.
-Favorite food? Barbeque. (Specifically anything at Pappy’s.)
What was your inspiration to become a financial advisor?
JP: When I was in college, my dad told me a story about a time he went to one of his client’s funerals, and as he was giving his condolences he met the client’s children. After the service was over, the children approached my dad and thanked him for everything he did for their father. They said he was able to retire and enjoy his life without having to worry about money.
That story, although short, was so powerful. There are too many people who don’t get to enjoy life because of the burden of financial decisions. If I can help members with financial guidance, like my dad did for his client, it means the world to me.
Why did you choose to become a financial advisor for the credit union industry?
JP: My father’s entire career was spent working with credit union members. He instilled in my siblings and me, that credit unions are the best financial institutions, primarily because of the family-oriented environment.
The credit union provides a space that allows me to speak with every member at every branch I serve, regardless of their current financial situation. Whether you’re just starting to save, want to plan for your children’s college fund, or you have extra money and want it to go to work for you, I want to be able to help you achieve your financial goals.
What do you like most about being a financial advisor?
JP: I love what I do! I get to sit down with members and learn who they are, their likes, dislikes, and establish personal relationships. I find out where they are currently in their lives, where they would like to be, and together we develop a successful path. The financial side of life can be very scary and intimidating to a lot of people. I’m lucky to be their financial Yoda!
Schedule a consultation with Josh or one of our other financial advisors today.
It’s time to turn your ideas into action. Let’s do this.
Whatever your financial or personal goals are, we’ve got your back. Together Credit Union believes in investing in you, so you can dream more. See what makes us different.
*The Together Investment and Retirement Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Together Investments & Retirement Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3020621.1-0320-0422
