‍Say Hello To

Josh Kinnee

Wealth Advisor

I joined ISTO Advisors in early 2019. I have worked in the financial services industry since 2011 and am a CERTIFIED FINANCIAL PLANNER^® professional. I enjoy building relationships and working with clients, assisting them in gaining clarity and peace about their financial future.

I earned my Bachelor of Arts in Math-Secondary Education from Trinity International University in 2006, followed by my Master of Arts in Educational Leadership from Aurora University in 2009.

I live in Buffalo Grove with my wife, Becky, and our three children, Jane, Miles, and Jenna. We enjoy going on hikes together and exploring new places. Our family enjoys serving at their church, at Feed My Starving Children, and supporting other local causes.

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Why I joined ISTO…

When I found out what ISTO stood for, I knew I had found a truly unique company. The team at ISTO has lived out its name from the first day I joined.

How I am In Service To Others…

We make it a priority to support our clients through life’s key moments and in the day-to-day. By getting to know each client on a deeper, personal level, we are also helping each one explore what is truly possible in their lives.

The Core Value I resonate most with at ISTO is…

Simplifying lives. One of the most satisfying parts of my work is working with new clients. Often, accounts are in multiple places and without much coordination. There are sometimes tax savings opportunities that have been overlooked. In many cases, The Every Dollar Plan is the first plan that has brought in all the financial pieces of their puzzle, and it gives a clear picture of where their future is headed. When clients first see their financial life laid out in a clear, easy to understand plan, that is powerful.