At Journey Wealth Strategies, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Leadership comes naturally to Joshua Taffer. He discovered his skill for motivating and leading others first as a student at the United States Naval Academy, then as an officer in the U.S. Navy. During his time in the military, he realized that his innate ability to make good decisions and inspire other people to buy into those decisions translated to the financial industry. Instead of following in his grandfather’s and father’s path toward corporate executive management, he chose to pursue a career as a financial advisor.
As an advisor, Josh has made it his mission to learn people’s stories, getting to know them personally and helping them live life on their terms. His goal is to encourage everyone he meets to dream bigger and make financial decisions to bring those dreams to reality.
Josh holds health, life, annuity and long-term care insurance licenses, and he has passed the Series 7 and 66 securities exams. He earned his Bachelor of Science in English from the United States Naval Academy in 2011.
Josh’s wife, Anna, is also a Naval Academy graduate, and the two met while they were students there. They have one son, Colton, and two daughters, Evelynn and Amelia. The family lives in Madison, Mississippi, with their two dogs, one cat and assorted lizards, snakes, worms, butterflies and whatever other creatures the children can collect.
Outside of the office, Josh enjoys spending quality time with his family, visiting new places and enjoying new, unique experiences. He loves soccer and can often be found coaching his kids’ teams. He also enjoys fishing, hunting, off-roading, skeet shooting and playing video games with his son and brother.
Inspiring people to make better decisions has always been Dave’s greatest passion. His sole purpose for founding Journey Wealth was and continues to be to reach out to as many people as possible to help them make better decisions to live a better life.
Having been a professional hockey player, a managing director, a business owner, a professional speaker, a business strategist, the author of One Decision can, and a financial advisor over the last three decades gives Dave a unique set of skills combined with his unrelenting passion for finding the right answers to be able to serve clients in a way that allows him to understand how to help people achieve financial confidence and independence.
When Dave is not serving clients his greatest joys come from watching his boys play sports, writing, volunteering, playing tennis, golf, or hockey and creating memories with family.