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“Discovering the truth about ourselves is a lifetime’s work, but it’s worth the effort.” 

– Mister Rogers


Josh Wolberg, CFP®, RICP®, MBA Photo
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Josh Wolberg, CFP®, RICP®, MBA

President and Lead Financial Planner

Josh Wolberg, CFP®, RICP®, MBA

President and Lead Financial Planner

Phone: 763-231-7581

Email: jwolberg@greatriverfinancial.com


I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.

I am from Wall, South Dakota. My wife Amy and I moved to the Twin Cities in 1999 and live in Eden Prairie with our three children and rescue dog. I enjoy being active and love traveling, hiking, running, and am a veracious listener of non-fiction audiobooks. I dive deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and share this wisdom with others to help them pursue the same.

Dan Murphy Photo
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Dan Murphy

Financial Planner

Dan Murphy

Dan Murphy

Financial Planner

Phone: 763-231-7549

Email: dmurphy@greatriverfinancial.com

I have been a financial advisor since 2007 and keep in frequent contact with clients to help them check things off their to-do list to pursue meaningful financial results. I enjoy helping others along their journey to solve big problems by being a consistent and trusted point of contact for nearly all financial matters. I aspire to change the image of the financial industry in a positive way.

I am from Forest Lake, Minnesota, but have briefly lived in other areas such as Texas and California. For me, family is the most important thing, and we enjoy spending time together on road trips and exploring new places. I also enjoy woodworking, motorcycling, and sailing in my free time.

Amy Wolberg Photo
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Amy Wolberg

Client Service Associate

Amy Wolberg

Amy Wolberg

Client Service Associate

Email: awolberg@greatriverfinancial.com


I have been with the team since 2016 and enjoy working with clients and the details of paperwork. I grew up on a ranch in Western SD and have a degree in Economics from South Dakota State University. I enjoy reading, road trips and camping with our family and friends.