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Modern conference room featuring a large table, ergonomic chairs, and cityscape views through large windows.
Modern conference room featuring a large table, ergonomic chairs, and cityscape views through large windows.

Find Your Peace of Mind

I am committed to building meaningful, lasting relationships and look forward to helping you attain financial security.

Josh Yoder

Financial Planner

After serving twenty-six years in law enforcement, both at the state and federal level I saw first-hand the consequences of not having a sound financial plan in place and the toll that it takes on individuals and families at a time of need. Through this, I developed a passion and desire to help and lead people in reaching and securing their financial goals. After retirement, I partnered with Stonewater Financial Group to pursue a different kind of service.

I am excited to work with all clients, but my heart and passion is to give back and serve those who keep our country and communities safe and secure. This is one aspect of all "public service" professions that I believe has been underserved and often overlooked. Whether you are simply looking for income protection strategies or your goals include milestone life events like college savings, retirement, and estate building, I promise a new level of attention, insight, and capability. Along with a team of professionals, I can help provide comprehensive financial planning and/or focus on one specific area. I pride myself on getting to know each client, their financial priorities, and their long-term vision. I am committed to building meaningful, lasting relationships and look forward to helping you attain financial security.

Like many Texans I enjoy hunting and ranching in my spare time and anything that I can do to spend time with my beautiful wife and our four amazing children.

If you serve our country and communities in any way to help keep us safe and secure, THANK YOU on behalf of me and my family!

Josh Yoder is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors, LLC. Member SIPC (www.SIPC.org). Bluecrest Financial Alliances is not a subsidiary or affiliate of MML Investors Services LLC, or its affiliated companies. OSJ 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300.

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300.

Financial Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. CRN202709-7419277

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