Josh Decker, CFP

Office: 651-292-4895 | Email: joshd@efsadvisors.com
(CFP) Certified Financial Planner | Financial Planner | Financial Advisor
Our Team

About Josh Decker

Josh Decker, CFP
Office:

651-292-4895


Cell:

612-940-3587


Email:

joshd@efsadvisors.com


Click here to schedule an appointment

Josh has been in the financial services industry since 1995, and joined EFS Advisors in 2000.   Josh has developed a core set of specialized skills in financial and retirement planning, asset allocation, and investment advice, and he is recognized for his dedication to exceptional client service that accompanies financial advice tailored to the needs of each client. Most often, Josh finds himself counseling members within five years of retirement, helping them make the financial transition from working life to retired life.

Josh’s passion for financial planning and helping others successfully navigate the financial landscape, led him to obtain his Certified Financial Planner® designation in 2004.  He also holds is Series 63, 65, and 7 registrations, as well as his Life and Health Insurance license.

Awards and Recongnition

5 STAR Wealth Manager by Mpls-St Paul Magazine and Twin Cities Business 2012-2014, and 2016 - Disclaimer

2016 NTSA [National Tax-deferred Savings Association] Elite Advisor Award - Disclaimer


Education and Expertise

  • Certified Financial Planner Practitioner
  • Series 7 license - General Securities
  • Series 63 license - Uniform Securities Agent
  • Series 65 license - Investment Advisor Representative

Specialities

  • Retirement Planning
  • Asset Management
  • Wealth Accumulation

Team Members

Adell Hargreaves
Office:

651-767-1286


Email:

adellh@efsadvisors.com


Click here to schedule an appointment

Adell started with Josh Decker's practice at EFS Advisors as an Operations Manager in April 2015. With dedication and focus, she transitioned into an advising role about a year later. She holds her Series 6, 63, and 65 licenses and is working towards her Certified Financial Planner designation as well.

If you ask Adell, there's nothing better than sitting on a patio in the summer with friends and family. She and her husband, Corey, love to entertain at their home in Maple Grove. In her spare times, she enjoys painting and watching design shows. On the weekends, Corey and Adell like to run & bike the trails in Elm Creek Park together. They enjoy volunteering at Feed My Starving Children and other events through their church and Corey's work. Phi Mu, Adell's sorority, is near and dear to her heart. She loves watching her sorority women develop into strong leaders.

Adell is passionate about empowering women and young professionals. One of the ways she hopes to empower people is by helping them attain financial independence so that they can have the freedom to reach their life goals. She would love to hear about your unique aspirations and challenges, so you can create a plan to achieve your financial goals together. Feel free to browse our site to learn more about EFS Advisors and Josh Decker's practice, or click here to schedule a complimentary consolation with Adell.

It's your job to dream big; it's my job to help you get there.

Suzanne Smith
Office:

612.990.9829


Cell:

612.990.9829


Email:

suzannes@efsadvisors.com

An EFS Advisors team member since 2011, Suzanne creates and implements a variety of marketing and communication initiatives, strategies and processes

Before beginning her career at Target in 1998, she graduated with honors from the University of Minnesota's Carlson School of Business with a degree in marketing. A veteran of using marketing, strategy, process and communications to build a variety of businesses and teams, her various positions at Target required brand development, advertising, as well as strategy creation and implementation. In 2007, she consulted on the content and design of Fingerhut's website, and in 2010 she joined Hawkins Associates, LLC as an account manager responsible for the brand management of Target's Up & Up vitamin lines.

As a marketing and communications manager with EFS Advisors, Suzanne enjoys the variety of marketing initiatives and projects she creates and manages, as well as the ability to apply her analytical skills through her command of marketing data to deliver CRM solutions. She is also passionate about finding opportunities to strategically help clients grow to attain new levels of success.

Suzanne currently resides in Medina, MN with her husband and two daughters where she enjoys anything fitness related, volunteering at her church, and exploring the cities with friends and family.