Mr. Josh Bauer joined our organization in May 2011 as an Investment Adviser Representative with Cetera Advisor Networks LLC. Mr. Bauer has worked with residents of the Upper Cumberland since 2004 and has proven that his holistic view to financial planning is conveniently aligned with Evolve Financial Advisors' vision. Today's turbulent economic environment calls for advisors who strive to manage for today and plan for tomorrow. With this in mind, Mr. Bauer's practice focuses on asset accumulation & distribution plans as well as estate planning and risk analysis.
Josh Bauer, his wife Jennifer, and two daughters Kaitlyn and Taylor reside in Cookeville, Tennessee. Mr. Bauer is a graduate of the University of WI-River Falls where he graduated with an Agricultural Bachelor of Science degree with a focus on agricultural commodities and farm business management. He is Series 7 and 66 securities registered & Life and Health licensed. Josh Bauer joined forces with Evolve Financial Advisors in 2011 as a veteran with 7 years' experience in the financial services industry. His analytical approach to investing provides an additional investment philosophy for clients.