Joshua Byrd, CFP®, ChFC®, CLU®, RICP®

Joshua Byrd is a Partner and Wealth Management Advisor at Flywheel Financial, affiliated with Northwestern Mutual. He leverages a background as an equity trader to inform his work and holds CFP®, CLU®, ChFC®, and RICP® certifications, along with a Bachelor of Science from Northern Illinois University.

Joshua is dedicated to making a positive impact on the lives of others through comprehensive financial planning. He focuses on understanding his clients most important goals to build lasting relationships and provide tailored advice for their financial futures.

He transitioned from a successful career as a professional equity trader to wealth management to help people directly.