Josh Zoerner

FIC, LUTCF, RICP®, ChFC®, CLU®
Photograph of Josh Zoerner

Josh Zoerner

FIC, LUTCF, RICP®, ChFC®, CLU®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Josh Zoerner

At work

At work

Why I do what I do

Why I do what I do

I enjoy the topic of money. I read, study and invest. When the things I have learned about finance can assist someone else in improving his or her financial life, I find fulfillment.

I serve members in…

southeastern Wisconsin, although I am licensed in various states. Members have decided to continue to work with me even after they have moved.

I can help you plan for life using a variety of tools, including…

life insurance and annuities.

I enjoy working with…

people who are close to retirement and those already retired.

I attended…

the University of Wisconsin Parkside.

I am very proud of…

my daughters. They are both well-behaved and excellent students.

Before Modern Woodmen, I…

did not know that I wanted to be in financial services as a career.

I chose Modern Woodmen because…

I feel the products and services I can offer to my members are among the best in the industry.

The best part of my career is…

when those I work with refer others.

“I enjoy the topic of money. I read, study and invest. When the things I have learned about finance can assist someone else in improving his or her financial life, I find fulfillment.”

At home

At home

My life outside of work

My family includes…

my wife, Kate; my two daughters, Brianna and Olivia; and Hank the dog (a mini Schnauzer).

In my free time, you can find me…

lifting weights, fishing, running, listening to audiobooks or investing in real estate.

I’m passionate about…

audio learning. I usually listen to over 50 nonfiction audiobooks a year.

My greatest blessing is…

my wife.

My personal motto is…

"If you are easy on yourself, life is hard. If you are hard on yourself, life is easy."

My hidden talent is…

cooking on the grill. Of course, steaks are my favorite, but we can grill up some mean chicken or pork if you are coming over.

In the community

In the community

My local community impact

I have lived in my community…

my entire life (since 1980).

What I like best about my community is…

that Kenosha is an excellent place to live. Low crime, good schools and a thriving local economy.

I’m a member of…

Crossway Community Church.

My favorite volunteer activities are…

working with the Boys and Girls Club of Kenosha on the board and on the executive, finance and resource development committees.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
Your financial goal(s)
I’m interested in learning more about:
How we use your information
Notice of collection for California residents
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

Cookie Settings