Josh joined the team as a reliable financial professional in assisting his clients with securing their current and future financial goals. Josh joined the team from a CFO position at a large healthcare company and also still operates a Small Business Lending Company as CEO.
Josh utilized his education in Finance and his executive experience to learn how important your current and future financial position hold on your life and to bridge the gap in income and find unique ways to guarantee it.
When Josh is not at work, he loves spending time with his family, playing with his dog Milli and playing high level competitive golf in National Amateur Events. Josh is also a very big Kobe Bryant fan and reads daily quotes from him and mirrors the work ethic he had.
