Josh is an experienced insurance and financial representative who strives to build a deep relationship with every client. His objective approach is designed to give investors confidence in their retirement plans and investment strategies. In addition to serving clients, he speaks regularly with our investment firm partners and analysts to stay up-to-date with market conditions and future outlooks.
Josh has over 10 years of experience and holds FINRA Series 6, 7 and 65 licenses. He graduated from Quincy University with a Bachelor’s Degree in Business Management. He received a full basketball scholarship from Quincy and played professionally for two years before transitioning into the investment world.
Outside of work, Josh and his wife, Taylor, are the proud parents of twin boys and a daughter. When not chasing around children, he likes to exercise, golf, and spend time with friends and family.