For nearly two decades Josh has been working to help his family of clients achieve their personal financial goals.
He earned his undergraduate degree at the University of Pittsburgh and his MBA from the University of Florida. Early in his career he observed families growing through major life transitions and saw their need for specialized guidance and expertise.
It was his desire to help these people understand and navigate their options that lead to the development of his practice and his areas of specialization.
In the Community:
Away from the office, Josh stays active in local government and the business community:
Born in El Paso, TX, he grew up mostly in northern NJ until the 4th grade which brought him to a suburb of Philadelphia. He lives in St. Petersburg, FL with his wife, Jennifer, son Jacob, dogs Dunkin and Penny.
Josh is both a professional scuba diver (having spent 9 years as a DiveMaster at the Florida Aquarium) and a private pilot. In his free time, he enjoys working on his Honey-Do list and helping his son experience wonders of the world around him.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.