Josh

CEO

Joshua is a licensed insurance agent in the South Florida area practicing since 1998. He strongly believes that the best way to serve his clients is by listening. Joshua knows there isn’t one approach or policy that works for everyone and as an independent agent working with multiple carriers, he is able to help ensure each client receives an approach that’s specific to their needs and goals.

In an industry with so many financial professionals to choose from, many with similar products and strategies, it’s the trusting relationship you build with your financial professional that can make all the difference.

“I have been extremely lucky to have been mentored by some of the best men and women in the industry and I sleep well at night knowing I always focus on my client’s interests first” – the “Best Interest” standard is a specific legal definition that Josh is not subject to and we don’t want to increase his liability to suggest he is applying that specific and narrow definition to his current clients. Thank you!

Joshua is married to his wife Hanna and has two teenage children, Ashley and Zachary. Outside of work he enjoys the outdoors, coaching his children’s sports, cooking and spending time with their dog Luke.

MISSION

Our mission is to help our clients secure their financial future and build enduring relationships by providing specialized, high quality annuity and life insurance coverage to our clients.