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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Josh assists with the administration of revocable and irrevocable trusts and supports the estate settlement process. As a Trust Associate, he partners with clients, advisors and the trust team to help ensure trust accounts are administered efficiently while delivering attentive, personalized service throughout each stage of the process.

CREDENTIALS

Josh brings nearly three years of experience in banking to his role, beginning his career at Country Club Bank in Kansas City, where he grew from part-time teller to service banker before transitioning into the trust department as a Trust Associate. He joined FNBO Wealth in 2025 as part of the Country Club Bank acquisition.

He earned a Bachelor of Science in Special Education from Avila University, where he was a student-athlete competing in both football and baseball. During his time at Avila, he also served as Secretary of Kappa Delta Pi, an international honor society dedicated to supporting and empowering educators.

PASSIONS

Josh is deeply committed to serving the communities around him, dedicating his time to causes including CASA, Pete's Garden and Rose Brooks Center. He is also an active member of the Lee's Summit Chamber of Commerce Young Professionals.

Outside of work, Josh cherishes time with his daughter Brenleigh and his partner Julia, whether exploring the zoo, discovering new destinations or trying new foods together. He is an avid golfer and also enjoys tabletop gaming with friends and family. At the heart of everything Josh does is a simple philosophy — make one person smile every day.

"FNBO Wealth" is a brand name that refers to First National Bank of Omaha ("FNBO") and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.

Trust and related services are provided by FNBO, a national bank with trust powers.

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.

"First Investments & Planning" refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. ("RJFS"), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. ("RJFSA"), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. ("RJIG"), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.

Certain investment advisory services are provided by First National Advisers, LLC (FNA), doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO and affiliate of FNN Trust Company. Neither FNBO nor FNN Trust Company are registered investment advisers.

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

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Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

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