Professional
Throughout Josh's experience, he has attained a number of licenses and credentials to better serve his clients:
Certified Financial Planner™ (CFP®) certification, administered by the CFP Board
Chartered Life Underwriter (CLU) from The American College
Chartered Financial Consultant (ChFC®) from The American College
Series 6, 63, 65, and 7 licenses
Josh is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Josh is a graduate of Shippensburg University and holds a Bachelor's Degree (BS) in Mathematics and a minor in Spanish.
Advantages Josh has to offer as your Wealth Management Advisor:
- Ability to work in a fiduciary capacity as a fee-based advisor.
- 7 years of experience providing financial planning to individuals in all life stages
- Access to a team of in-house specialists with substantial experience in estate planning, business planning, and group insurance planning