Josh Heikkila joined the Mountain Financial team as an associate in the summer of 2021. Josh has been a student of Mountain Financial since 2012 and has spent the last several years studying general finance and developing his knowledge. His career history has strengthened his abilities to effectively develop and navigate complex data, systems, and situations. Josh has earned his Life Insurance license and is currently studying for his ChFC designation. He grew up in Colorado, but now lives in the Pacific Northwest enjoying his work, exercise and time with his family.
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We are very happy that we decided to go with Mountain Financial and will gladly recommend them to anyone!
I was mind blown by the knowledge and plans they provided.
Jeff and Josh really take the time to learn what your personal financial goals are in addition to educating you on what it takes to get there.
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