Joshua D. Mellberg is a financial services leader and entrepreneur with more than two decades of experience in retirement-income planning. As President and CEO of Secure Investment Management (SIM), Josh leads a tech-driven advisory firm built on clarity, transparency, and client-first strategies. He began his career immediately after graduating from Western Michigan University’s Haworth College of Business, earning his Life and Health Insurance License and developing a reputation for simplifying complex financial concepts. In 2005, Josh founded J.D. Mellberg Financial, which grew into one of the nation’s fastest-growing retirement planning firms. Under his leadership, the company achieved seven consecutive appearances on the Inc. 5000 list before completing a successful majority sale in 2020. At SIM, Josh continues that momentum, guiding the firm to Inc. 5000 recognition in 2024 and 2025. A frequent speaker and advocate for consumer education, he has hosted retirement programming on Arizona PBS and contributed to national media on annuities, income planning, and financial literacy.