Josh started his career in 2022 as a Client Service Associate for the SKG team. Prior to that, Josh attended Loyola University in Maryland where he obtained a B.A. in Finance and Information Systems. He is licensed to sell life, accident, and health insurance and holds his series 7 and 66 securities licenses. As an Investment Advisor Representative, Josh acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity.
Josh is also a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Josh helps them with the important, timesensitive decisions they have to make about their life insurance coverage. In addition, he provides informed guidance to employees regarding health insurance coverage and retirement planning solutions.
Josh looks to serve as a resource to his clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence. In his spare time, he enjoys baseball, soccer, snowboarding, and learning about history. He currently resides in Yonkers, NY.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.