The financial services industry covers a wide spectrum of subject matter and the biggest asset that Josh brings to his clients is his depth of experience and knowledge in a variety of industry segments. Combined with his deep desire to help his clients, regardless of their financial status, and seeing an increasing financial burden being placed on everyday working Americans.
Josh began his career in financial services in 2006 as a Financial Representative with Northwestern Mutual. In this role, he gained experience working with both individuals and businesses to help them with their insurance planning needs.
In 2007 he moved to First American Insurance, an insurance brokerage firm, where he gained extensive expertise with individual life insurance, disability insurance, long term care insurance and annuities, typically working on well over 300 cases per year. Josh became an expert in being an “advisor to advisors” helping to design effective insurance solutions for clients across the country. He wrote extensively on the subject and was publish in industry magazines such as “Broker’s World”, “Advisor Today” and “Insurance News”.
During his time with First American, he also worked hard to further his financial education. His “always be learning” attitude lead him to earn the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College as well as the Certified Financial Planner designation from the CFP Board.
In 2015 Josh was offered an opportunity to work for one of the country’s largest insurance companies, MassMutual, to help them build out their distribution amongst independent agents. While working in their Boston office, CFG Brokerage Network, Josh was involved in complex business and estate planning cases and was one of the top Brokerage Directors in the country for Long Term Care insurance.
Josh's significant background working with individuals has allowed him to continue to work with individuals and business owners to provide a holistic approach that is individualized to each of his clients.
Josh grew up in Dorchester, and his wife Julie in Watertown, so they have strong connections in the Boston area. They currently live in Woburn with their son Declan and Boston Terrier-Frenchie mix, Frankie. For rest and fun, they usually escape north to the lakes of New Hampshire and can be found doing anything that gets them outdoors.