Josh empowers business owners to achieve their financial goals through comprehensive financial planning and strategic consulting. He partners with clients to evaluate their businesses, optimize assets for growth, and strategize for expansion, market scaling, and even liquidation when desired.

Beyond business guidance, Josh focuses on creating long-term financial stability for owners. He collaborates with clients to implement asset protection measures, work hand-in-hand with accounting advisors for tax efficiencies, and develop strategies to ensure longevity of assets, estate planning, and wealth transfer.

Josh also leverages his resources to assist business owners in managing employee benefits and related corporate accounts.

Driven by a passion for helping individuals and businesses achieve their financial goals, he utilizes extensive knowledge and a commitment to continuous learning to create personalized strategies for each client.

Outside of work, Josh finds fulfillment in giving back to the community. Since 2014, he has been actively involved, serving on the Board of his temple, as President of his Rotary club, and on the Boards of Take Stock In Children, the Eastside Committee of the Jewish Federation of Broward County, and the Community Action Committee of his temple. He is also a Brotherhood Board member and a Trustee Member of the Boca Raton Chamber of Commerce.

When not immersed in finance or community service, he enjoys spending quality time with his college sweetheart Brianna and their dog Zeuss. His hobbies include golfing, painting, dog training, and weightlifting.

Josh graduated from Florida State University with a major in Finance and earned the distinction of a Garnet & Gold Scholar.