Josh Terrian

Josh joined Boardwalk Financial Strategies in 2026 as an Associate Wealth Manager. He brings a strong foundation in finance and a passion for building meaningful relationships. He is committed to continuous learning and professional development, actively pursuing industry licenses and designations to expand his knowledge and to better serve clients.

Josh graduated magna cum laude from Michigan Technological University with a Bachelor of Science in Finance with a minor in Financial Technology. While at Michigan Tech, he was a member of the men’s basketball team where he developed discipline, perseverance, accountability, and teamwork—all lessons that continue to shape his life both personally and professionally.

Josh is excited to be part of an organization that values integrity, teamwork, and cultivating genuine relationships. He looks forward to continuing his professional growth and contributing to a team dedicated to making a meaningful impact on the lives of others.

Outside of work, Josh enjoys reading books, golfing, officiating basketball games, watching sports, and spending time with family and friends.