Joshua R. Wichman, CFP®, MBAWEALTH MANAGER
“Our finances allow us to do the things that really define us in life. “
Josh Wichman was going to be an attorney, graduating from Xavier University with a degree in Political Science, a typical path for a would-be lawyer. But a funny thing happened that first year in law school: he found out that being an attorney wasn’t what he really wanted to do. He knew he wanted to further his education, though, so he switched into an MBA program, and it was there that he had the opportunity to work for a financial planning firm as an intern.
And everything fell into place.
That may be simplifying the story just a bit, but financial planning turned out to be the best fit for Josh and his passion to help people. Josh understands that it is the successful management of our finances that frees us to do the things we want to do, and as a wealth planner with Payne Wealth Partners, now United Capital Evansville, he helps his clients to make informed decisions for their financial independence. “I wanted to work for a firm who had the same ideals I had to always put clients’ interests first and to avoid any conflicts of interest. Working at United Capital Evansville allows me to focus on what I’m passionate about.” This passion to put clients interest first led Josh to earn his CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.
As the son of an active duty Army Chaplain, Josh has had the opportunity to live in many places, though he considers Cincinnati, Ohio, to be his hometown. He and his wife, Lena, have four beautiful children whose activities keep them busy. Josh is active in his local church and enjoys singing on the praise team. He also enjoys playing and watching sports (especially Ohio State football) and considers himself an avid movie buff.
The legal field’s loss is United Capital Evansvilles’ gain.